Gregory Marc Roventini

Current Employers

Employment History

• 01/2014 → 03/2018
  Pj Robb Variable Corp
  Delray Beach, FL
• 12/2013 → 03/2018
  Time Financial
  Delray Beach, FL
• 06/2018 → 09/2018
  Fisher Investments
  Camas, WA
• 03/2018 → 06/2018
  Unemployed
  Delray Beach, FL
• 09/2018 → 09/2019
  Concourse Financial Group Agency Inc
  Delray Beach, FL
• 09/2018 → 11/2024
  Concourse Financial Group Securities Inc
  Delray Beach, FL
• 09/2019 → Present
  Concourse Financial
  Birmingham, AL
• 11/2024 → Present
  The Leaders Group Inc
  Littleton, CO

Previous Registrations

• 2018-09-17 → 2024-12-02
  Concourse Financial Group Securities, Inc.
  Delray Beach, FL
  Delray Beach, FL
  Birmingham, AL
• 2018-06-25 → 2018-09-27
  Fisher Investments
  Delray Beach, FL
  Plano, TX
• 2003-06-11 → 2004-05-25
  Truist Investment Services, Inc.
  Fort Lauderdale, FL
• 1993-09-14 → 2003-03-25
  Charles Schwab & Co., Inc.
  Boca Raton, FL

Other Businesses

1.) CONCOURSE FINANCIAL - 9/1/2019 - 2100 SouthBridge Pkwy, Suite 650, Birmingham, AL 35209 - National Sales Manager, Sales, Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) SIMPLICITY - 12/1/24 - 2100 SouthBridge Pkwy, Birmingham, Suite 650, AL 35209 - Advisor Development Consultant, Consulting on the use of insurance solutions to address client risk management needs, 160 hrs/mo; 160 hrs/mo (during trading hours). 3.) TLG ADVISORS INC - 11/25/24 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR Rep, Invt Rel, RA business, 0 hrs/mo; 0 hrs/mo (during trading hours).

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-06-01
• S63 Uniform Securities Agent State Law Examination
  1993-01-27