Jack Stephen Grzenia

Current Employers

Employment History

• 02/2015 → 06/2023
  Mp360 Tax Services, Ltd.
  Oak Brook, IL
• 06/2015 → 11/2016
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 08/2016 → 11/2016
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 11/2016 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY
• 09/2016 → Present
  Forum Financial Management, Lp
  Lombard, IL
• 02/2015 → Present
  Mp360 Financial Services
  Oak Brook, IL
• 02/2024 → Present
  Mp360 Tax Services, Ltd.
  Oak Brook, IL

Other Businesses

1) Sole Proprietor; Investment related; 1200 Harger Road Suite 220, Oakbrook, IL 60523; Insurance; Sole Proprietor; 1/2023; 10 hours/month devoted; 8 hours during securities trading hours; Insurance sales and services. 2) MP360 Financial Services; Not investment related; 1200 Harger Road Suite 220, Oak Brook, IL 60523; Administrative entity; Assistant & Client Service Associate; 02/2015; 130 hours/month devoted; 110 hours during securities trading hours; assisting with servicing clients. 3) MP360 Tax Services, Ltd.; Not investment related; 1200 Harger Road, Suite 220, Oak Brook, IL 60523; Tax Firm; Assistant & Tax Preparer; 02/2024; 180 hours per month devoted; 80 hours during securities trading hours; tax preparation. 4) Purshe Kaplan Sterling Investments; Investment related; 80 State St. Albany, New York 12207; Broker-dealer; Registered Representative; 11/2016; 40 hours/month devoted; 32 hours during securities trading hours; securities sales and servicing accounts.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-07-30
• S66 Uniform Combined State Law Examination
  2016-12-02