Gregory Thomas Conti

Current Employers

Employment History

• 09/1999 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 09/1999 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

1) P&C INSURANCE: SALES, 1688 STEPHENS DR WAYNE PA 19087, DUTIES: I UNCOVER POTENTIAL NEED AND THEN REFER CASES. I HAVE OBTAINED P&C COVERAGE ON MY E&O INSURANCE THROUGH EQUITABLE, START DATE: 5/25/11, 1 HR PER MO; 2) C&C FINANCIAL COMPANY 1688 STEPHENS DR WAYNE, PA 19087, PRESIDENT, DUTIES: THIS ORGANIZATION SHOPS AND PLACES GROUP LIFE, DISABILITY, HEALTH, DENTAL, AND VISION LINES OF COVERAGE FOR CORPORATIONS OR INDIVIDUALS. WE RECEIVE COMMISSIONS DIRECTLY FROM THE CARRIERS, START DATE: 1/1/98, 100 HRS PER MO; 3) RENTAL PROPERTY, 132 PAOLI PIKE MALVERN PA, PARTNER/LANDLORD, DUTIES: WE PURCHASED A RENTAL PROPERTY IN NOVEMBER 2014 AND HAVE BEEN RENOVATING THE 3 UNIT PROPERTY FOR THE LAST YEAR. WE ARE CLOSE TO GETTING THE LARGE UNIT RENTED AND RECEIVING A POSITIVE CASH FLOW. PRIMARILY WORK THERE ON WEEKENDS GETTING THE HOUSE COMPLETED, START DATE: 11/12/14, 40 HRS PER MO; 4) NORTHEAST EVEREST, LLC SOUTHEASTERN PO BOX 85 SOUTHEASTERN, PA 19399 THIS WAS ALREADY APPROVED I AM SIMPLY UPDATING THE INFORMATION, OWNER/REAL ESTATE INVESTMENT, DUTIES: SOLE OWNER OF THE LLC AND WORK ON THIS ON WEEKENDS TO SEARCH OUT GOOD PROPERTIES FOR RENTAL OR FLIPPING OPPORTUNITIES, START DATE: 10/21/20, 10 HRS PER MO, BANK ACCT, SIGNATOR, NOT INVESTMENT RELATED; 5) 2960 WEST GERMANTOWN PIKE, NORRISTOWN PA 19403, OWNER, DUTIES: I WILL OWN AND MANAGE THE PROPERTY AS AN INVESTMENT, START DATE: 10/21/20, 5 HRS PER MO, BANK ACCT, SIGNATOR; 6) POA FOR MOTHER, START DATE: 8/13/19, 10 HRS PER MO; 7) ASHAR GROUP 1800 PENBROKE DR SUITE 240 ORLANDO, FL 32810, DUTIES: ACTING AS INTERMEDIARY BETWEEN CLIENT SELLING THE POLICY, AND THE ASHAR GROUP WHO WILL MARKET AND SELL THE POLICY, START DATE: 3/12/24, 1 HR PER MO; 8) OUTSIDE INSURANCE BROKERAGE BUSINESS; 9) gregoryconti@c-cfinancial.com AND www.kbaprivateclientgroup.com;

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-09
• S63 Uniform Securities Agent State Law Examination
  1994-08-08