James Peter Greco

Current Employers

Employment History

• 01/2013 → 01/2023
  Csi Advisory Group, Ltd
  Red Bank, NJ
• 07/2018 → 01/2023
  Csi Advisory Group, Ltd
  Red Bank, NJ
• 02/2007 → 12/2021
  First Boston Financial Group, Inc.
  Red Bank, NJ
• 08/2005 → 01/2023
  1-800-Tax-Laws, Inc.
  Red Bank, NJ
• 08/2005 → Present
  Csi Realty Group, Inc.
  Red Bank, NJ
• 07/2005 → Present
  Csi Group
  Red Bank, NJ
• 01/2023 → Present
  Lpl Financial Llc
  Kendall Park, NJ

Previous Registrations

• 2018-08-22 → 2023-03-24
  Csi Advisory Group, Ltd
  Red Bank, NJ
• 2009-03-12 → 2013-12-31
  Harper Associates, Llc
  Staten Island, NY
  Hicksville , Ny, NY

Other Businesses

1) 1/2023- CSI Group Business Solutions, LLP- Tax Prep/Accounting/CPA- owner- inv. related- 1599 Highway 34, Wall, NJ 07726- start date 2/23/2022- 150hrs/mth 2) 1/2023- CSI Realty Group, Inc- Real Estate Brokerage- owner - inv. related- Wall, NJ- start date 1/15/2021- 2hrs/mth 3) 1/2023- James Greco - notary- inv. related- Wall, NJ- start date 9/26/2013- 0hrs 4) 1/2023- CSI Group South, LLC- Business Entity For Tax/Investment Purposes Only- part owner - non-inv. related- 165 Highway 35, Red Bank, NJ 07701- start date 1/1/2005- 0hrs 5) 1/2023- CSI Retirement Services, LLC- Non-Variable Insurance- 1599 Highway 34, Wall, NJ 07726- inv. related- start date 7/8/2021- 5hrs/mth 6) 03/19/2025 - CSI GROUP ADVISORY SERVICES, LLC - Investment Related - DBA for LPL Business (entity for LPL business) - wall, nj - Start Date:03/15/2025 - 0 Hrs/Mth - 0 Hrs During Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-10-04