William Trevor Greear

Current Employers

Employment History

• 03/2009 → 10/2016
  Fortune Financial Services, Inc.
  New Brighton, PA
• 12/2008 → 10/2016
  Symphony Partners, Ltd
  Dublin, OH
• 11/2011 → 10/2016
  Parallel Equity Advisors, Ltd
  Dublin, OH
• 10/2016 → Present
  Lpl Financial, Llc
  Hilliard, OH
• 10/2016 → Present
  Private Advisor Group, Llc
  Morristown, NJ
• 05/2017 → Present
  Cme Financial Services, Llc
  Columbus, OH

Previous Registrations

• 2011-11-30 → 2017-01-10
  Parallel Equity Advisors Ltd.
  Dublin, OH

Other Businesses

(1) 10/17/2016: BCG Financial Services, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - 141 Schrock Road, Westerville, OH 43081 - Start 09/13/2016 - 100% Time Spent (2) 10/17/2016: Diversified Brokerage Services - Non-Variable Insurance - Investment Related - 141 W. Schrock Rd OH, 43221 - Start 03/17/2008 - 16 Hr/Mo; 4 Hour(s) During Securities Trading; 10% Time Spent - Disability Insurance (3) 10/17/2016: Kendonly Properties, Ltd - For-Profit Board Member - Not Investment Related - PO Box 215 Oak Harbor, OH 43449 - Start 04/01/2004 - 4 Hr/Mo; 0 Hour(s) During Securities Trading; 1% Time Spent - secretary/treasurer (4) 11/03/2016 - Private Advisor Group - Registered Investment Advisor - DBA: (Hybrid) Private Advisor Group - Investment Related - 65 Madison Ave, ste 300, Morristown, NJ 07960 - Start 10/17/2016 - 80 Hr/Mo; 50 Hour(s) During Securities Trading; 50% Time Spent - I provide investment advisory services through Private Advisor Group, LLC, an independent investment advisor firm. I started this business activity on 11/3/16. I expect to spend approximately 80 hours/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. (5) 12/7/2016: Private Advisor Group - DBA: (hybrid) BCG Financial Services, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 10/17/2016 - 40 Hours Per Month During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity on 12/7/16. I expect to spend approximately 40 hours/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. (6) 1/17/2017: CME Financial Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 11/01/2016 - 10 Hours Per Month During Securities Trading. (7) 05/17/2019 - WT Greear Financial Services LLC - Not investment related - At reported business location(s) - Business Entity For Tax/Investment Purposes Only - start date:02/06/2019 - 0 hrs/mo - 0 hrs during trading. (8) 8/10/2021 - PAG DBA CME Financial Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 11/01/2016 - 120 Hours Per Month/6 Hours During Securities Trading. (9) 01/09/2024 - W.T. Greear Financial Holdings, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Home Based - Start Date 07/31/2023 - 5 Hours Per Month/ During Trading (10) 02/15/2024 - Frontline Financial Group - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 1/15/2024 - 40 Hrs/Mo During Trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  2012-07-18
• S65 Uniform Investment Adviser Law Examination
  2011-10-26