Gregory William Schlaudecker

Current Employers

Employment History

• 03/1998 → 11/2020
  Baron Financial
  Greensboro, NC
• 03/1998 → 11/2020
  1717 Capital Management Company
  Greensboro, NC
• 01/2004 → 11/2020
  Intercarolina Financial Services
  Greensboro, NC
• 02/2018 → Present
  Adaptfirst Investments Llc
  Jamestown, NC
• 02/2021 → Present
  Purshe Kaplan Sterling Investments, Inc
  Albany, NY
• 12/2015 → Present
  Society Of Financial Service Professionals
  Greensboro, NC
• 02/2009 → Present
  Emerald College Planning Llc
  Jamestown, NC
• 10/2016 → 05/2018
  Pacific Coast Lighting
  High Point, NC

Previous Registrations

• 2004-01-28 → 2018-03-15
  Intercarolina Financial Services, Inc.
  Greensboro, NC
  Jamestown, NC
  Jamestown, NC
• 1998-11-24 → 2004-01-13
  1717 Capital Management Company
  Greensboro, NC

Other Businesses

1. AdaptFirst Investments, LLC. Investment Related. 4226 Starmount Drive, Greensboro, NC 27410. RIA. IAR. 03/2018. 32 Hrs/Mo; 28 Hrs During Trading Hours. Investment Adviser Rep. 2. Emerald College Planning, LLC. Not Investment Related. 2609 Glasshouse Road, Jamestown, NC 27282. Provide Advice and Service to Clients about most Effective ways to Reduce Family's Out-of-Pocket College Expenses. Owner/Operator. 02/2009. 53 Hrs/Mo; 28 Hrs During Trading Hours. All Aspects of Running a College Funding Advisory Business. 3. Financial Service Advisors Council, Greensboro Chapter. Not Investment Related. 2609 Glasshouse Road, Jamestown, NC 27282. Professional Association. Controller. 12/2015. 53 Hrs/Mo; 20 Hrs During Trading Hours. Chapter Executive for the Greensboro Chapter, a Multi-Disciplinary Network of Credentialed Financial Professionals. Manage all Chapter Events and Communications and Finances. 4. Greensboro Leads Group. Not Investment Related. 700 North Eugene Street, Greensboro, NC 27401. Networking Group. Treasurer. 2/2017. 8 Hrs/Mo; 4 Hrs During Trading Hours. Bookkeeping. 5. Meadow at Jamestown HOA. Not Investment Related. MAJ HOA c/o HOAM INc, 315 Pomona Drive, Greensboro, NC 27407. HOA. Board President. 11/2020. 2 Hrs/Mo; 0 During Trading Hours. Filed Complaints, Welcome Neighbors, Manage Management Company, and Lead Board. 6. PKS Financial. Investment Related. 80 State Street, Albany, NY 12207. Fixed/Traditional Insurance. Agent. 2/2021. 4 Hrs/Mo; All During Trading Hours. Sales of Fixed / Traditional Insurance Products. 7. Fixed Insurance. Investment Related. 2609 Glasshouse Road, Jamestown, NC 27282. Fixed/Traditional Insurance. Agent. 6/1998. 4 Hrs/Mo; All During Trading Hours. Sales of Fixed / Traditional Insurance Products. 8. Tax Preparation. Non- Non-Investment Related. Tax Preparer. 5% of the adviser's time during securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-06-24
• S63 Uniform Securities Agent State Law Examination
  1990-08-03

Other Names

• Gregg Schlaudecker
• Gregory W Schlaudecker