James Patrick Gregg

Current Employers

Employment History

• 02/2007 → Present
  Gregg & Associates, Llc
  Saint Clairsville, OH
• 06/2013 → 12/2021
  Intouch Advisors, Llc
  Saint Clairsville, OH
• 06/2013 → Present
  Intouch Insurance Group, Llc
  Saint Clairsville, OH
• 02/2021 → 11/2024
  Global View Capital Management, Llc
  Waukesha, WI
• 03/2021 → 11/2024
  Global View Capital Insurance Llc
  Waukesha, WI
• 02/2025 → Present
  Wealth Foundations Partners, Llc
  Saint Clairsville, OH
• 12/2020 → Present
  Global View Capital Advisors Llc
  Waukesha, WI

Previous Registrations

• 2021-02-25 → 2025-04-28
  Global View Capital Management Llc
  Saint Clairsville, OH
  Waukesha, WI
  Saint Clairsville, OH
• 2013-07-03 → 2021-12-31
  Intouch Advisors, Llc
  St. Clairsville, OH
  Cadiz, OH
  St. Clairsville, OH
  Barnesville, OH
• 2013-05-08 → 2013-06-24
  Questar Asset Management, Inc.
  Minneapolis, MN

Other Businesses

[1] GREGG & ASSOCIATES, LLC SINCE 01-16-2007 D/B/A GREGG'S TAX SERVICE AS OF 01-26-2011; NOT INVESTMENT RELATED; ADDRESS: 46425 NATIONAL ROAD WEST, SAINT CLAIRSVILLE, OH 43950; NATURE: ACCOUNTING; POSITION: MANAGING MEMBER AND ACCOUNTANT; STARTED: 01-16-2007; APPROX. 40 HRS/MO; APPROX. 4O HRS/MO DURING TRADING HRS; RESPONSIBILITITES: PREPARE TAX RETURNS, PROVIDE TAX CONSULTING AND BOOKKEEPING. [2] INTOUCH INSURANCE GROUP, LLC; NOT INVESTMENT RELATED; ADDRESS: 46425 NATIONAL ROAD WEST, SAINT CLAIRSVILLE, OH 43950; NATURE: INSURANCE; POSITION: MANAGING MEMEBER AND INSURANCE AGENT; STARTED: 06-18-2013; APPROX. 40 HRS/MO; APPROX. 40 HRS/MO DURING TRADING HRS; RESPONSIBILITIES: MANAGE BUSINESS OPERATIONS, PROSPECT-EDUCATE-SELL MEDICARE SUPPLEMENTAL INSURANCE PLANS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-05-15
• S63 Uniform Securities Agent State Law Examination
  2012-08-30

Other Names

• James P. Gregg
• James Gregg