Gregory Edward Lively

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/1992 → Present
  Self Employed
  Carrollton, TX
• 01/2024 → Present
  Osaic Wealth, Inc.
  Horseshoe Bay, TX

Previous Registrations

• 2007-03-22 → 2024-01-19
  Woodbury Financial Services, Inc.
  Horseshoe Bay, TX
  Plano, TX

Other Businesses

1. GREGORY LIVELY CPA, MA POSITION: OWNER NATURE: SOLE PROPRIETORSHIP INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 160 START DATE: 01/05/1985 ADDRESS: 3803 Lake Cove Ct, Corinth TX 76210-3695, United States DESCRIPTION: TAX PREPARATION & PLANNING. 2. GREG LIVELY POSITION: OWNER NATURE: SOLE PROPRIETOR NONINVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2013 ADDRESS: 901 PR 1019, LAMPASAS TX 76550, United States DESCRIPTION: MANAGE LEASE INCOME, POSSIBLE CROPS AND POSSIBLE LIVESTOCK FOR BREEDING AND SALE;LANDOWNER 3. GREG LIVELY POSITION: OWNER NATURE: SOLE PROPRIETORSHIP INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/1995 ADDRESS: 3803 Lake Cove Ct, Corinth TX 76210-3695, United States DESCRIPTION: NONINVT RELATED HEALTH SALES, LIFE SALES AND ANNUITY AGENT 4. RANCHO LIVELY, LLC POSITION: MEMBER NATURE: PREVIOUSLY REPORTED THIS ACTIVITY BUT BEGAN OPERATING AS ANLLC. HUNTING LEASE INCOME, POSSIBLE CROPS AND POSSIBLE LIVESTOCK FOR BREEDING AND SALE; LANDOWNER;1 HR/MO, NONE DURING TRADING; LEASING LAND FOR HUNTING. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2013 ADDRESS: 901 PR 1019, Lampasas TX 76550, United States DESCRIPTION: MANAGE THE HUNTING AND LAND MANAGEMENT.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-11-16
• S63 Uniform Securities Agent State Law Examination
  1995-11-17