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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-03-13 |
| MN | RA | APPROVED | 2019-05-17 |
Branch Locations
4959 Olson Memorial Hwy Ste A, Golden Valley, MN 55422 • United States
106 Bluff St, Office B4, Winthrop, WA 98862 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Golden Valley | MN | 06/2018 | Present |
| Self Employed | Minneapolis | MN | 05/2011 | Present |
1)09/10/2018 - Outside/W-2 Employment - Team Gregg, LLC - 18% - NOT INVESTMENT RELATED - MINNEAPOLIS, MN 55411 2)09/10/2018 - DBA for LPL Business (entity for LPL business) - Preferred Resource Group - 80% - INVESTMENT RELATED - GOLDEN VALLEY, MN 55422 3) 11/14/2022 - 227 Castle Ave Mountain Bungalow Rental - Investment Related - Winthrop, WA 98862 - Real Estate Rental - Start Date - 11/01/2022 - 3 Hours Per Month/0 Hours During Securities Trading 4) 11/19/2024 - Other - Notary - Not Investment Related - At Reported Business Location(s) - Start Date 01/01/2023 - 1 Hour Per month/ During Trading 5) 03/06/2025 - Gregg Wealth Management, - Not Investment Related - Business Entity For Tax/Investment Purposes Only - At Reported Business Location(s) - Start Date:01/23/2025 - 40 Hrs/Mth - 40 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-07 |
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