Gregory Thomas Roberto

Current Employers

Employment History

• 08/2013 → 10/2022
  The Connor Group
  Centerville, OH
• 09/2013 → 07/2018
  Ross, Sinclaire & Associates, Llc
  Cincinnati, OH
• 07/2018 → 10/2022
  Foreside Fund Services, Llc
  Miamisburg, OH
• 10/2022 → Present
  Everhart Advisors
  Miamisburg, OH

Other Businesses

1) Gregory Roberto, Spring Valley, OH; Non-investment Related; Began 07/01/2020; Marketing and strategy consulting for startup businesses; consultant; Provide marketing and strategy consulting for startup businesses.; 2 hours per month zero hours during securities trading hours. 2) The Rena Company LLC; Investment Related; Spring Valley, OH; 01/01/2007; Real Estate Rental; Owner; Rental Income/Sales Profits; 4 hours per month with 0 during trading hours.--------TERMINATED 2014 3) Victory Project; Non-Investment Related; Dayton, OH; Non-Profit; President of the Board; Start 01/2024; 2hrs per month, 0 during trading hours 4) Back Forty Holdings; Investment Related; Spring Valley, OH; Rental Properties; Partner; 1/22 Start Date; 1 hour per month, 0 during trading hours. 5) YMCA of Greater Dayton; Non-Investment Related; Dayton, OH; Non-Profit; Board Member; 1/1/2018; 2hrs per month, 0 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-01-20
• S63 Uniform Securities Agent State Law Examination
  2018-07-23

Other Names

• Gregory T Roberto