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Palo Alto Square, 3000 El Camino Real Building 4, Suite 200, Palo Alto, CA 94306 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-04 |
Branch Locations
Palo Alto Square, 3000 El Camino Real Building 4, Suite 200, Palo Alto, CA 94306 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Redwood City | CA | 01/2021 | 11/2021 |
| Northwestern Mutual Investment Services Llc | Redwood City | CA | 05/2021 | 11/2021 |
| First Republic Bank | San Franciso | CA | 06/2017 | 08/2017 |
| First Republic Bank | Palo Alto | CA | 08/2017 | 06/2019 |
| Vu Venture Partners | San Francisco | CA | 09/2019 | 03/2020 |
| Venture University | San Francisco | CA | 03/2020 | 12/2020 |
| California State University Chico | Chico | CA | 08/2016 | 06/2017 |
| Gino Pellegrino Greco & Company, Incorporated | Palo Alto | CA | 01/2022 | Present |
| Innovator Insurance Services | Palo Alto | CA | 01/2022 | 12/2025 |
| Greco Insurance Agency | Palo Alto | CA | 12/2025 | Present |
Greco Insurance Agency is an outside business activity that is investment-related and located at 3000 El Camino Real, Building 4, Suite 200, Palo Alto, CA 94306 USA. The corporation is a Resident Insurance Producer in the State of California: Gino Pellegrino Greco & Company, Incorporated, doing business as Greco Insurance Agency (California License Number 6006792). The outside business activity entails fixed and indexed personal insurance products, including whole life insurance, term life insurance, fixed-indexed annuities, and fixed annuities, with no variable products offered at this time. The position held is Life & Health Insurance Agent, with responsibilities that include illustrating the value of fixed and indexed personal insurance products, coordinating the scheduling of medical exams in connection with insurance applications, and managing client billing accounts for personal insurance products. The start date with the business is April 7, 2022. Approximately 8 hours per month are devoted to the business during trading hours and incidental with investment-related business, and approximately 8 hours per month are devoted outside trading hours. The life insurance business is an optional complement promoted in the context of collective personal savings program.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-07-25 |
| S65 | Uniform Investment Adviser Law Examination | 2021-11-12 |
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