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John Christopher Greiner

The Wealth Alliance, LLC

Melville, NY

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Current Employers
The Wealth Alliance, Llc

105 Broadhollow Road, Melville, NY 11747 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-02-10
  • NY RA
    APPROVED
    Since 2022-02-10

Branch Locations

105 Broadhollow Road, Melville, NY 11747 • 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
OrganizationCityStateFromTo
Purshe Kaplan Sterling Investments - Ap Albany NY 09/2020 Present
Enterprise Holdings Central Islip/Binghamton NY 06/2019 03/2020
Morgan Stanley Melville NY 06/2019 08/2019
Joyrun Binghamton NY 10/2018 05/2019
M.D. Sass Investors Manhattan NY 06/2018 08/2018
Suny Binghamton Binghamton NY 08/2016 05/2020
Mid Island Party Rentals Hauppauge NY 04/2015 08/2018
The Wealth Alliance, Llc Melville NY 06/2020 Present
The University Of Scranton Scranton PA 09/2020 12/2022
  • 09/2020 → Present
    Purshe Kaplan Sterling Investments - Ap
    Albany, NY
  • 06/2019 → 03/2020
    Enterprise Holdings
    Central Islip/Binghamton, NY
  • 06/2019 → 08/2019
    Morgan Stanley
    Melville, NY
  • 10/2018 → 05/2019
    Joyrun
    Binghamton, NY
  • 06/2018 → 08/2018
    M.D. Sass Investors
    Manhattan, NY
  • 08/2016 → 05/2020
    Suny Binghamton
    Binghamton, NY
  • 04/2015 → 08/2018
    Mid Island Party Rentals
    Hauppauge, NY
  • 06/2020 → Present
    Melville, NY
  • 09/2020 → 12/2022
    The University Of Scranton
    Scranton, PA
Other Businesses

1) The Wealth Alliance, LLC. Investment-Related. At registered location. RIA. IAR. 160. 160 during securities trading hours. Provide advice to clients. 2) BxB Professionals, LLC - Networking Group (ProExchange - Farmingdale Chapter). 170 North Country Road Port Jefferson Road, NY 11777. Networking group. Member. 03/01/2025. 5. 0 during securities trading hours. Vet and approve potential members to the group contingent on certain criteria. I work with 2 other members to come to these final membership decisions. Network with other professionals to exchange information and promote mutual business growth.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-16
  • S66 Uniform Combined State Law Examination
    2021-11-16

View on SEC IAPD

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