Lauren Gail Gretchen

Current Employers

Invested Advisors

366 Walker Drive Suite 370, State College, PA 16801 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2025-10-30

MD RA
APPROVED

Since 2025-10-30

Branch Locations

Ellicott City, MD • 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

Organization	City	State	From	To
Planning Solutions Group, Llc	Fulton	MD	03/2011	07/2019
Triad Advisors	Norcross	GA	03/2011	07/2019
Abundance Wealth Counselors	State College	PA	09/2019	01/2025
Swayze Llc	Newtown	PA	10/2017	Present
Invested Advisors	State College	PA	10/2025	Present

03/2011 → 07/2019

Planning Solutions Group, Llc

Fulton, MD
03/2011 → 07/2019

Triad Advisors

Norcross, GA
09/2019 → 01/2025

Abundance Wealth Counselors

State College, PA
10/2017 → Present

Swayze Llc

Newtown, PA
10/2025 → Present

Invested Advisors

State College, PA

Previous Registrations

2020-03-09 → 2025-03-04

Abundance Wealth Counselors, Llc

State College, PA

Newtown, PA
2011-05-02 → 2019-09-10

Planning Solutions Group, Llc

Fulton, MD
2009-06-23 → 2009-10-13

Osaic Fa, Inc.

Rockville, MD
2008-09-03 → 2009-06-11

Mml Investors Services, Llc

Rockville, MD

Other Businesses

1)Swayze LLC; not investment relates; 660 Newtown Yardley Road, Suite 105, Newtown, PA 18940; 8 hours per day; 8 hours during trading; compliance consulting

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-07-31
S63	Uniform Securities Agent State Law Examination	1996-05-10

S66 Uniform Combined State Law Examination

2008-07-31
S63 Uniform Securities Agent State Law Examination

1996-05-10

Other Names

Lauren Gail Alexander

View on SEC IAPD