Gregory Hogan

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2022-02-02
CA	RA	APPROVED	2022-01-06

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Menlo Park	CA	01/2016	09/2017
Bank Of America, N.A.	Menlo Park	CA	01/2016	09/2017
Pacific Life Insurance Company	Newport Beach	CA	10/2017	12/2019
Pacific Select Distributors, Llc	Newport Beach	CA	11/2017	12/2019
Pepperdine University	Malibu	CA	09/2018	04/2021
Unemployed	Newport Beach	CA	05/2021	10/2021
Merrill Lynch, Pierce, Fenner & Smith	Garden Grove	CA	11/2021	Present
Bank Of America, N.A.	Garden Grove	CA	01/2022	Present

01/2016 → 09/2017

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Menlo Park, CA
01/2016 → 09/2017

Bank Of America, N.A.

Menlo Park, CA
10/2017 → 12/2019

Pacific Life Insurance Company

Newport Beach, CA
11/2017 → 12/2019

Pacific Select Distributors, Llc

Newport Beach, CA
09/2018 → 04/2021

Pepperdine University

Malibu, CA
05/2021 → 10/2021

Unemployed

Newport Beach, CA
11/2021 → Present

Merrill Lynch, Pierce, Fenner & Smith

Garden Grove, CA
01/2022 → Present

Bank Of America, N.A.

Garden Grove, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-01-04

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