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Stephen Robert Gegg

Ascensus Investment Advisors, LLC

Lititz, PA

Needham, MA

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Current Employers
Ascensus Investment Advisors, Llc

140 Kendrick Street Building C Floor 3 Suite C320, Needham, MA 02494 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2021-06-08
  • MA RA
    APPROVED
    Since 2021-06-08

Branch Locations

Lititz, PA • United States

140 Kendrick Street Building C Floor 3 Suite C320, Needham, MA 02494 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bb&T - Northeast Inst Trust-Service Lancaster PA 03/2016 02/2021
Ascensus Dresher PA 03/2021 Present
  • 03/2016 → 02/2021
    Bb&T - Northeast Inst Trust-Service
    Lancaster, PA
  • 03/2021 → Present
    Ascensus
    Dresher, PA
Previous Registrations
  • 2016-07-12 → 2020-12-31
    Bb&T Institutional Investment Advisers, Inc.
    Lancaster, PA
    Greenville, SC
  • 2012-07-13 → 2016-03-11
    Valley Forge Asset Management, Llc
    Blue Ball, PA
    Manheim, PA
    King Of Prussia, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-07-12
  • S66 Uniform Combined State Law Examination
    2012-07-12
Other Names
  • Steve Gegg

View on SEC IAPD

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