Gregory Ralph Metcalf

Current Employers

Employment History

• 09/2013 → 11/2020
  First Allied Securities. Inc.
  San Diego, CA
• 09/2013 → 11/2020
  First Allied Advisory Services, Inc
  Chesterfield, MO
• 11/2020 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 11/2020 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2013-09-04 → 2020-11-04
  First Allied Advisory Services, Inc.
  Steubenville, OH
• 2002-11-25 → 2013-09-06
  Osaic Wealth, Inc.
  Weirton, WV
  Weirton, WV

Other Businesses

1) CARDINAL WEALTH MANAGEMENT, 626 NORTH 4TH STREET STE 101 STEUBENVILLE OH, 09/2013, INV REL, OWNER/CEO, DBA, 40/WK 7.5 TRADING 2) ANCIENT ACCEPTED SCOTTISH RITE, 227 North 4th Street, STEUBENVILLE OH 43952, Board Member, Board Member/Officer/Director/Committee Member/Board Trustee, 04/2002, NIR, 4/MO- 0/TRADING 3) VALLEY OF STEUBENVILLE ACCEPTED SCOTTISH RITE, 227 North 4th Street, STEUBENVILLE OH 43952, INITIATED MEMBER, 04/2002, NIR, 4 HR/MO 0 HR/MO TRADING 4) MASONIC LODGE NUMBERS 45 AND 691, 227 NORTH 4TH STREET STEUBENVILLE OH, INITIATED MEMBER, 04/2002, NIR, MEMBER, 1 HR/MO 0 HR/MO TRADING 5) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, AS ADVISORY REP OF A RIA. INV REL, 11/2020, 80 HR/MO 80 HR/MO TRADING 6) VALLEY OF STEUBENVILLE 33RD ASSOCIATION, 227 North 4th Street, Steubenville OH 43952, Member of the organization, Volunteer, 08/2017, NIR, 2 HR/MO 0/TRADING HR 7) CARDINAL WEALTH MANAGEMENT, 626 NORTH 4TH STREET STE101 STEUBENVILLE OH, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 09/3013, INV REL, OWNER/CEO- 5 HR/MO 5 HR/MO TRADING 8) JEFFERSON COUNTY DEMOCRAT PARTY EXECUTIVE PARTY, STEUBENVILLE OH 43953, 02/2023, BOARD MEMBER, POLITICAL, NIR, 5 HR/MO 5 HR/MO TRADING 9) DEPUTY REPRESENTATIVE FOR THE VALLEY OF STEUBENVILLE AASR TO THE STATE OF OHIO DEPUTY, 227 North 4th Street, Steubenville OH 43952, 06/2024, Deputy's Representative, Non-profit fraternal organization, NIR, 30 HR/MO 0 HR/MO TRADING 10) FRANCISCAN UNIVERSITY OF STEUBENVILLE, 1235 University Blvd., Steubenville OH 43952, 09/2024, Coach, Employee (receive a W-2), NIR, 32 HR/MO, 0 HR/MO TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-15
• S63 Uniform Securities Agent State Law Examination
  1993-12-23

Other Names

• Greg Metcalf