Gregory H Kirwan

Current Employers

Employment History

• 09/2014 → 11/2020
  Tiaa
  Providence, RI
• 01/2021 → 07/2023
  The Windmill Group, Inc
  Somers, NY
• 03/2021 → Present
  All That Matters Financial Services Llp
  North Kingstown, RI
• 05/2025 → Present
  Savvy
  North Kingstown, RI

Previous Registrations

• 2023-07-26 → 2025-09-22
  All That Matters Financial Services Llp
  North Kingstown, RI
• 2021-02-04 → 2023-08-16
  The Windmill Group, Inc.
  North Kingstown, RI
  Somers, NY
• 2014-09-04 → 2020-11-13
  Tiaa-Cref Individual & Institutional Services, Llc
  Providence, RI
• 2014-01-28 → 2014-07-15
  Citizens Securities, Inc.
  Cranston, RI
  Cranston, RI
• 2012-07-19 → 2014-02-03
  Lpl Financial Llc
  North Branford, CT
  Branford, CT
  East Haven, CT
  New Haven, CT
  East Haven, CT
  North Branford, CT
  Branford, CT
  Hamden, CT
  Hamden, CT
  Hamden, CT
  Hamden, CT
  Cheshire, CT
• 2009-03-13 → 2012-06-29
  Citizens Securities, Inc.
  Westerly, RI
  West Warwick, RI
  Richmond, RI
  Westerly, RI
  West Warwick, RI
  South Kingstown, RI
  Coventry, RI
  Narragansett, RI
  N. Kingstown, RI
  Warwick, RI
  Warwick, RI
  North Kingstown, RI
  Cranston, RI
  Providence, RI
  Providence, RI

Other Businesses

Licensed insurance agent offering erm, universal life, fixed/indexed annuities; Start date: May 1, 2025; Investment related; 4-8 hours per month. Self employed Owner/Operator of GHK Transportation; Start date: January 1, 2023; Non-investment related; 4-8 hours per month.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-03-12
• S63 Uniform Securities Agent State Law Examination
  2006-06-23

Designations

Other Names

• Gregory Howard Kirwan
• Gregory H Kirwan
• Gregory H Kirwan
• Gregory H Kirwan