Gregory Lewis Money

Current Employers

Employment History

• 05/2011 → 11/2017
  Cfd Investments Inc
  Kokomo, IN
• 11/2017 → 01/2018
  Brokers International Financial Services, Llc
  Lake Mary, FL
• 01/2018 → 08/2019
  Taylor Capital Management Inc.
  Woodstock, GA
• 01/2018 → 07/2020
  Triumph Wealth Advisors, Inc.
  Woodstock, GA
• 06/2019 → 03/2020
  World Equity Group
  Arlington Heights, IL
• 01/2020 → Present
  Coastal Wealth Advisory Services, Llc
  Lake Mary, FL
• 10/2008 → Present
  Alexander, Money, & Associates, Inc.
  Lake Mary, FL
• 11/2017 → 01/2018
  Brokers Financial
  Lake Mary, FL

Previous Registrations

• 2018-01-30 → 2020-07-13
  Triumph Wealth Advisors, Inc.
  Lake Mary, FL
  Daleville, VA
  Acworth, GA
• 2017-11-06 → 2018-01-24
  Integrity Alliance, Llc.
  Lake Mary, FL
  Lake Mary, FL
  Daleville, VA
  Urbandale, IA
  Daleville, VA

Other Businesses

1) INDEPENDENT INSURANCE AGENT (LIFE AND HEALTH), 10-20 HRS/MONTH DOING BUSINESS AS ALEXANDER, MONEY & ASSOCIATES WHICH IS A SUB-CHAPTER S CORPORATION OWNED BY ME IN WHICH FIXED LIFE AND FIXED ANNUITY COMMISSIONS ARE PROCESSED. THE ADDRESS FOR THIS FLORIDA CORPORATION IS 1240 STONEHAVEN CT., LAKE MARY, FL. 32746. THE MAILING ADDRESS IS P.O. BOX 952739, LAKE MARY, FL. 32795 FIXED INDEX ANNUITIES ARE PROCESSED THROUGH COMPASS FINANCIAL MANAGEMENT GROUP AND IS INVESTMENT RELATED. START DATE OF ALEXANDER, MONEY & ASSOCIATES, INC. WAS 9/5/2014 AND MY TITLE IS PRESIDENT. I DEVOTE APPROXIMATELY 40 TO 60 HOURS PER MONTH TO MY INSURANCE BUSINESS ACTIVITIES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-05-19
• S63 Uniform Securities Agent State Law Examination
  1994-08-29

Other Names

• Greg Money