Gregory Scott Lippert

Current Employers

Employment History

• 01/2016 → Present
  Mml Investors Services
  Germantown, IL
• 04/2014 → 06/2019
  Massmutual
  Pittsburgh, PA
• 06/2013 → 12/2016
  Carnegie Mellon University
  Pittsburgh, PA
• 06/2019 → Present
  Hks Financial Partners
  Peoria, IL
• 08/2020 → 11/2020
  Centerview Wealth Advisors, Llc
  Pittsburgh, PA

Previous Registrations

• 2020-10-28 → 2020-11-04
  Centerview Wealth Advisors, Llc
  Pittsburgh, PA

Other Businesses

1) NAME:GREG LIPPERT INV REL:Y ADDR: 413 JUBILEE LANE, GERMANTOWN HILLS, IL 61548 NATURE:LIFE INSURANCE, HEALTH, FIXED ANNUITIES SALES AND SERVICE, POSITION:SALES/AGENT START: 7/2017 NO HR/MO:5 NO HR/MO DUR TRADING:5. 2) NAME: HKS BUSINESS CONSULTING, INV REL:Y ADDR:413 JUBILEE LN GERMANTOWN HILLS IL 61548, NATURE:PROVIDING VALUATION AND CONSULTING SERVICES TO SMALL BUSINESSES, POSITION:CONSULTANT, START:5/12/2021 NO HR/MO:10 NO HR/MO DUR TRADING: 0, DUTIES:SERVICES INCLUDING BUT NOT LIMITED TO:BUSINESS VALUATION, CAPEX PLANNING, INCOME AND BALANCE SHEET ANALYSIS, TECHNOLOGY, PROCESS, FINANCING, DEAL BROKERING AND HR CONSULTING. 3) NAME: EV RIDES LLC INV REL: N ADD: 418 BAYSIDE DRIVE, GERMANTOWN HILL IL 61548 NATURE: BUYING VEHICLES TO LEASE POSITION: OWNER START DATE: 06/01/2022 NO. HR/MO: 5 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: PURCHASE VEHICLES IN LLC TO LEASE BACK TO HKS FINANCIAL PARTNERS 4)NAME: GREGORY S LIPPERT, INV REL:N ADDR:@RESIDENTIAL ADDRESS ON FILE, NATURE: LEGAL WRITING AND EDUCATION, POSITION:N/A START: 3/15/2026, NO HR/MO:5 NO HR/MO DUR TRADING:0 DUTIES: RESEARCH AND DEVELOPMENT OF LEGAL ANALYSIS AROUND AI AND OTHER TOPICS.

Exams

• S66 Uniform Combined State Law Examination
  2016-05-11

Designations

Other Names

• Gregory Scott Lippert
• Gregory Scott Lippert