Gregory Paul Ricks

Current Employers

Employment History

• 06/2012 → 10/2017
  Gregory Ricks Llc
  Metairie, LA
• 10/2017 → 04/2019
  Global Financial Private Capital, Llc
  Sarasota, FL
• 04/2019 → 05/2019
  J.W. Cole Advisors, Inc.
  Tampa, FL
• 05/2019 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 12/2014 → Present
  Down South Strategies, Inc.
  Metairie, LA
• 01/2025 → Present
  Pine Breeze Farms, Llc
  Lumberton, MS
• 03/2010 → Present
  Gregory Ricks & Associates, Inc. Dba Gregory Ricks Total Wealth
  Metairie, LA

Previous Registrations

• 2019-04-17 → 2019-05-08
  J. W. Cole Advisors, Inc.
  Metairie, LA
  Tampa, FL
• 2017-10-31 → 2019-04-23
  Global Financial Private Capital, Inc.
  Metairie, LA
  Sarasota, FL
  Mandeville, LA
• 2012-06-04 → 2017-11-29
  Gregory Ricks Llc Dba Gregory Ricks & Associates
  Metairie, LA

Other Businesses

1.) GREGORY RICKS AND ASSOCIATES, INC. DBA GREGORY RICKS TOTAL WEALTH; INVESTMENT-RELATED; 2800 VETERANS MEMORIAL BLVD., STE. 170 METAIRIE, LA 70002; INSURANCE SALES AND SERVICE; CEO AND INSURANCE AGENT; 3/2010; 80 HOURS PER MONTH; 80 HOURS PER MONTH; SALES OF FIXED INSURANCE PRODUCTS 2.) DOWN SOUTH STRATEGIES, INC.; NON INVESTMENT-RELATED; 2800 VETERANS MEMORIAL BLVD., STE. 170 METAIRIE, LA 70002; MARKETING COMPANY; PRESIDENT/CEO; 12/2014; 0 HOURS PER MONTH; 0 HOURS PER MONTH; MARKETING 3.) WINNING MOTORCARS, LLC; NON INVESTMENT-RELATED; 2800 VETERANS MEMORIAL BLVD., STE. 170 METAIRIE, LA 70002; USED CAR SALES; PRESIDENT/CEO; 4/2014; 0 HOURS PER MONTH; 0 HOURS PER MONTH; ADMINISTRATIVE DUTIES 4.)ADVISOR BOOK: NON INVESMENT-RELATED; 2800 VETERANS EMEMORAL BLVD., STE 170 METAIRIE, LA 70002; BOOK AUTHOR; BOOK ON AMAZON. START DATE: 06/14/2024; No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 BOOK ON AMAZON, ALL REEVENUE GOES TO AE. 5.)Estate planning document services ; 2800 Veterans Memorial Blvd, Suite 170, Metairie, LA 70002; Investment Related: No, Position: Facilitator; Date: 12/2025, Approx hours per month: 5, Hours during trading: 5.; Introduce, coordinate, and provide access to platform for clients to prepare estate planning documents. Making clients aware that they can set up their wills through Wealth.com 6.) AFEA; INVESTMENT RELATED: No;349 Copperfield Blvd NE, Ste-L #106, Concord NC 28025; Presenter; Start Date: 1/2026; NUMBER OF HOURS: 2; SECURITIES TRADING HOURS: 0; Educational Presenter 7.)PINE BREEZE FARMS, LLC; Non investment-Related; 2370 Purvis to Baxterville Rd, Lumberton MS 39455, United States: Hunting and timber farm; Owner;1/31/2025; NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0; Owner/Director

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-09-19

Other Names

• Greg Ricks