N Elizabeth Gregg

Current Employers

Employment History

• 11/2008 → Present
  Lpl Financial Llc
  Charlotte, NC
• 06/2020 → Present
  Core Advisory Group
  Charlotte, NC

Previous Registrations

• 2008-11-06 → 2022-10-28
  Lpl Financial Llc
  Charlotte, NC
  San Diego, CA
  Charlotte, NC
• 2003-06-23 → 2008-12-02
  Equity Services, Inc.
  Charlotte, NC
  Charlotte, NC

Other Businesses

1. 11/06/2008 - NON-VARIABLE INSURANCE - SELL GROUP BENEFITS AND PERSONAL FIXED PRODUCTS. - TIME SPENT 30% - CHARLOTTE, NC. 2. 4/5/2010 - NON-VARIABLE INSURANCE DBA - FAIRVIEW STRATEGIC PARTNERS, LLC - 100% OF TIME SPENT - CHARLOTTE, NC. 3. 1/25/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 01/01/2018 - 1 Hours Per Month During Securities Trading. 4. 8/25/2020 - Fairview Strategic Partners - DBA: Fairview Strategic Partners, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/22/2010 - 120 Hours Per Month/100 Hours During Securities Trading. 5. 8/27/2020 - CORE Advisory Group - DBA: (Hybrid) Fairview Strategic Partners LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 07/01/2020 - 120 Hours Per Month/100 Hours During Securities Trading. 6. 8/27/2020 - CORE Advisory Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 07/01/2020 - 120 Hours Per Month During Securities Trading - I provide investment advisory services through CORE Advisory Group, an independent investment advisor firm. I started this business activity in 07/2020. I expect to spend approximately 120 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 7. 09/29/2022 - Gregg Financial, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 09/14/2022 - 120 Hours Per Month/120 Hours During Securities Trading 8. 10/23/2024 - Fairview Wealth Advisors - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 10/01/2024 - 130 Hours Per Month/ 7 Hours During Trading 9. 11/11/2024 - Fairview Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/01/2024 - 15 Hours Per Month/ During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-06-20
• S63 Uniform Securities Agent State Law Examination
  1999-01-12

Other Names

• Beth Gregg
• Elizabeth Gregg Mayer
• Elizabeth Gregg Wolf