Best Investors Account Sign in
Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-01-02
FL RA APPROVED 2016-11-07
  • TX RA
    APPROVED
    Since 2019-01-02
  • FL RA
    APPROVED
    Since 2016-11-07

Branch Locations

2047 Nw 43Rd Street Suite 20, Gainesville, FL 32605 • 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
1St Global Advisors, Inc Gainesville FL 05/1999 11/2016
Davis, Monk & Company Gainesville FL 04/1999 11/2016
1St Global Insurance Services, Inc. Gainesville FL 03/2006 11/2016
Charles Schwab & Co., Inc. Gainesville FL 11/2016 Present
Mhs Partners Llc Gainsville FL 09/2016 Present
  • 05/1999 → 11/2016
    1St Global Advisors, Inc
    Gainesville, FL
  • 04/1999 → 11/2016
    Davis, Monk & Company
    Gainesville, FL
  • 03/2006 → 11/2016
    1St Global Insurance Services, Inc.
    Gainesville, FL
  • 11/2016 → Present
    Gainesville, FL
  • 09/2016 → Present
    Mhs Partners Llc
    Gainsville, FL
Previous Registrations
  • 1999-06-07 → 2016-11-01
    1St Global Advisors Inc
    Gainesville, FL
  • 2006-01-17 → 2011-12-31
    Davis-Monk Financial Group, Inc.
    Gainesville, FL
Other Businesses

MHS PARTNERS LLC | START DATE: 09/19/2016 | GAINESVILLE, FL | NOT INVESTMENT RELATED | MEMBER MANAGER | LIMITED LIABILITY COMPANY USED FOR ADMINISTRATIVE/PAYROLL PURPOSES | MORE THAN 40 HOURS PER MONTH - NONE DURING TRADING HOURS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-08-18
S63 Uniform Securities Agent State Law Examination 1994-07-29
  • S65 Uniform Investment Adviser Law Examination
    1994-08-18
  • S63 Uniform Securities Agent State Law Examination
    1994-07-29
Designations
Other Names
  • Greg Grooms

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Gainesville, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor