Gregory Michael Stringari

Current Employers

Employment History

• 11/2012 → Present
  Wells Fargo Advisors Financial Network, Llc
  Louisville, CO

Previous Registrations

• 2009-06-01 → 2012-11-19
  Morgan Stanley
  Boulder, CO
  Boulder, CO
• 2005-07-29 → 2009-06-01
  Citigroup Global Markets Inc.
  Denver, CO
  Boulder, CO
  Denver, CO
• 1993-07-08 → 2005-08-04
  Banc One Securities Corporation
  Boulder, CO

Other Businesses

VB ENTERPRISES LLC; INV RELATED; WESTMINSTER, CO; LLC FOR REAL ESTATE RENTAL; 50% OWNERSHIP WITH SPOUSE; START 2003; MINNIMAL TIME DEVOTED; NOT DURING TRADING HOURS. P&S ENTERPRISES LLC; INV RELATED; LOUISVILLE, CO; 50% OWNERSHIP; REAL ESTATE INVESTMENT START 6/5/2013; 1 HR PER MONTH; 0 HRS DURING TRADING. STATE MERCANTILE LLC; INV RELATED; LOUISVILLE, CO; PROPERTY; 6.25% OWNERSHIP, PURCHASED THROUGH P&S ENTERPRISES LLC; START 7/1/2013; LESS THAN 1 HR PER MONTH; 0 HRS DURING TRADING. TRAILHEAD WEALTH MANAGEMENT LLC; INV RELATED; LOUISVILLE,CO; 46% OWNERSHIP; START 10/1/2012; 200 HOURS PER MONTH ; 6.5 HOURS DURING TRADING 0; CO-FOUNDER. TRUSTEE FOR FINET PRACTICE 401K PLAN; INV RELATED; BOULDER, CO; START 10/2012; 10 HRS PER MONTH; 0 HRS DURING TRADING. TWM LEGACY PARTNERS LLC; INV RELATED; LOUISVILLE, CO; 46% OWNERSHIP; START 1/11/2024; 175 HRS PER MONTH; 100 HRS DURING TRADING; FINET LLC FOR SUCCESSION PLANNING. TWM DE HOLDINGS LLC, INV RELATED, LOUISVILLE, CO, 36.85% OWNERSHIP, START 3/15/2024, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, FINET PRACTICE.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-02-02
• S63 Uniform Securities Agent State Law Examination
  1990-08-03

Other Names

• Greg Stringari
• Gregory Stringari