Inactive

John Gregory Foligno

Grand Life Financial LLC

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Current Employers

Grand Life Financial Llc

350 Springfield Ave Suite 200G, Summit, NJ 07901-4610 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2025-07-31
TX	RA	APPROVED_RES	2023-02-13
FL	RA	APPROVED	2022-10-21

NJ RA
APPROVED

Since 2025-07-31
TX RA
APPROVED_RES

Since 2023-02-13
FL RA
APPROVED

Since 2022-10-21

Branch Locations

350 Springfield Ave Suite 200G, Summit, NJ 07901-4610 • United States

Disclosures

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

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Modera Wealth Management, Llc	Westwood	NJ	11/2018	01/2021
Unemployed/Contractor (Consultant)	Dobbs Ferry	NY	06/2018	11/2018
Lim College	New York	NY	08/2017	06/2018
Cubism Group, Inc.	Dobbs Ferry	NY	01/1997	08/2017
Commonwealth Financial Network	San Diego	CA	04/2021	10/2022
Grand Life Financial Llc	Stuart	FL	10/2022	Present

11/2018 → 01/2021

Modera Wealth Management, Llc

Westwood, NJ
06/2018 → 11/2018

Unemployed/Contractor (Consultant)

Dobbs Ferry, NY
08/2017 → 06/2018

Lim College

New York, NY
01/1997 → 08/2017

Cubism Group, Inc.

Dobbs Ferry, NY
04/2021 → 10/2022

Commonwealth Financial Network

San Diego, CA
10/2022 → Present

Grand Life Financial Llc

Stuart, FL

Previous Registrations

2021-04-29 → 2022-10-17

Commonwealth Financial Network

Plano, TX

Flower Mound, TX
2019-04-29 → 2021-01-20

Modera Wealth Management, Llc

Westwood, NJ

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-04-22

S65 Uniform Investment Adviser Law Examination

2019-04-22

Other Names

John Foligno

View on SEC IAPD

Other Firms

CONCORD MANAGEMENT SERVICES, LLC

CONVERSANT CAPITAL LLC

J.P. MORGAN SECURITIES LLC

WELLS FARGO CLEARING SERVICES, LLC

BIANCO WEALTH ADVISORS LLC

FORZA INVESTMENT GROUP, LP

TSP CAPITAL MANAGEMENT GROUP, LLC

OPPENHEIMER & CO. INC.

Other Investors

DAVID MORRIS MARGOLIS

KENNETH ALAN FREELUND

Matthew James Pejkovic

NICHOLAS ALFRED PISCIOTTI

KRISTINE CHARBONNEAU O'KEEFE

Other Offices

CONCORD MANAGEMENT SERVICES, LLC · SUMMIT, NJ

CONVERSANT CAPITAL LLC · SUMMIT, NJ

J.P. MORGAN SECURITIES LLC · Summit, NJ

WELLS FARGO CLEARING SERVICES, LLC · SUMMIT, NJ

BIANCO WEALTH ADVISORS LLC · SUMMIT, NJ

FORZA INVESTMENT GROUP, LP · SUMMIT, NJ

TSP CAPITAL MANAGEMENT GROUP, LLC · SUMMIT, NJ

TSP CAPITAL MANAGEMENT GROUP, LLC · SUMMIT, NJ

More in Summit, NJ

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