Andrew Christopher Gregory

Current Employers

Employment History

• 07/2006 → 11/2016
  Edward Jones
  St. Louis, MO
• 11/2016 → 12/2023
  Raymond James Financial Services Advisors Inc.
  Suffolk, VA
• 11/2016 → 12/2023
  Raymond James Financial Services Advisors Inc.
  Suffolk, VA
• 11/2016 → 03/2024
  Freedom Street Partners, Llc
  Chesapeake, VA
• 12/2023 → 12/2024
  Elan Wealth Management, L.L.C.
  Virginia Beach, VA
• 12/2023 → 03/2024
  Monaco Capital Management, Llc
  Virginia Beach, VA
• 03/2024 → Present
  Steward Partners Global Advisory, Llc
  Virginia Beach, VA
• 03/2024 → Present
  Steward Partners Investment Solutions, Llc
  Virginia Beach, VA
• 03/2024 → Present
  Steward Partners Investment Advisory, Llc
  Virginia Beach, VA

Previous Registrations

• 2023-12-08 → 2025-01-28
  Elan Wealth Management, L.L.C.
  Southern Shores, NC
  Virginia Beach, VA
  Suffolk, VA
• 2023-12-19 → 2024-03-25
  Monaco Capital Management, Llc
  Virginia Beach, VA
• 2016-11-10 → 2023-12-07
  Raymond James Financial Services Advisors, Inc
  Suffolk, VA
  Suffolk, VA
  Suffolk, VA
• 2006-10-12 → 2016-11-07
  Edward Jones
  Carrollton, VA
  Smithfield, VA
  St Louis, MO

Other Businesses

(1.) NAME OF OBA: FREEDOM STREET PARTNERS, LLC; ADDRESS OF OBA: CHESAPEAKE, VA 23320; NATURE: SUPPORT COMPANY; RELATIONSHIP WITH OBA: PARTNER, OWNER; INVESTMENT RELATED: YES; DUTIES: 30% OF CONTROLLING INTEREST IN FSP. MY ROLE IS BOTH RECRUITING AND OPERATIONS; START DATE: 11/01/2016; APPROX NUMBER OF HOURS/MONTH: 1; APPROX NUMBER HOURS/MONTH DURING TRADING HOURS: 1; (2.) NAME OF OBA: FSK OFFICE, LLC; ADDRESS OF OBA: CULPEPER, VA; NATURE: BUSINESS OWNER; TITLE WITH OBA: PARTNER; INVESTMENT RELATED: YES; DUTIES: 25% OWNER OF THE LLC, THAT HOLDS OUR OFFICE IN CULPEPER, VA; START DATE: 12/15/2021; APPROX. NUMBER HOURS/MONTH: 0-1; APPROX. NUMBER HOURS/MONTH DURING TRADING HOURS: 0. (3.);NAME OF OBA: LWO, LLC; ADDRESS OF OBA: SUFFOLK, VA, 23436; NATURE: SUPPORT COMPANY; RELATIONSHIP WITH OBA: OWNER; INVESTMENT RELATED: NO; DUTIES: OWNER; START DATE: 05/01/2018; APPROX. NO. HOURS/MONTH: 2-10; APPROX. NO HOURS/MONTH DURING TRADING HOURS: 2-10; (4.) NAME OF OBA: DSGR, LLC; ADDRESS OF OBA: CHESAPEAKE, VA 23320; NATURE: PASSIVE PRIVATE INVESTMENT in AI firm; RELATIONSHIP WITH OBA: OWNER/PARTNER; INVESTMENT RELATED: YES; DUTIES: PASSIVE OWNER; START DATE: 12/15/2021; APPROX NO. OF HOURS/MONTH: 0; APPROX NO. HOURS/MONTH DURING TRADING HOURS: 0; (5.) NAME OF OBA: 608B CAPITAL; ADDRESS OF OBA: SURREY, VA; NATURE: REAL ESTATE INVESTMENT; INVESTMENT RELATED: YES; RELATIONSHIP: SHAREHOLDER; DUTIES: INVESTOR; START DATE: 11/01/2023; APPROX. NUMBER OF HOURS/MONTH: 1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (6.) NAME OF OBA: FREEDOM STREET CHARLOTTE, LLC; ADDRESS OF OBA: CHESAPEAKE, VA 23320; NATURE: SUPPORT COMPANY; INVESTMENT RELATED: YES; RELATIONSHIP: OWNER; DUTIES: OWNER; START DATE: 12/01/2018; APPROX. NUMBER OF HOURS/MONTH: 1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (7.) NAME OF OBA: FREEDOM STREET CULPEPER, LLC; ADDRESS OF OBA: CHESAPEAKE, VA, 23320; NATURE: SUPPORT COMPANY; INVESTMENT RELATED: YES; RELATIONSHIP WITH OBA: OWNER; DUTIES: OWNER; START DATE: 06/01/2020; APPROX. NUMBER OF HOURS/MONTH: 1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (8.) NAME OF OBA: FREEDOM STREET ENTERPRISE, LLC; ADDRESS OF OBA: CHESAPEAKE VA, 23320; NATURE: SUPPORT COMPANY; INVESTMENT RELATED: YES; RELATIONSHIP WITH OBA: OWNER; DUTIES: OWNER; START DATE: 03/24/2023; APPROX. NUMBER OF HOURS/MONTH: 1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (9.) NAME OF OBA: STEWARD PARTNERS GLOBAL ADVISORY; ADDRESS OF OBA: NEW YORK, NY 10017; NATURE: PROFITS INTERESTS; INVESTMENT RELATED: YES; RELATIONSHIP WITH OBA: EMPLOYEE; DUTIES: DIRECTOR OF FINANCIAL PLANNING - FREEDOM STREET DIVISION; START DATE: 12/13/2023; APPROX. NUMBER OF HOURS/MONTH: 0; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0 10) Name of OBA: Capitalogix: Address: N/A; Nature: Private AI Investment; Investment related: Yes; Duties: Passive Investor; Start date 12/15/2021; Approx number of Hrs/Mo 0-1; Approx. number of Hrs/Mo during trading Hours: 0. 11) Name of OBA: RAVR, LLC; Address: Chesapeake, VA; Nature: Holding Company for Ownership in Car Wash; Position/Title: Partner; Duties: Passive Owner; Start date 1/15/2024; Aprox number of Hrs/Mo 0hrs; 0 Hrs/mo during trading hours; Investment related. 12) Name of Business: Rental Property; City/State: Chesapeake, VA; Activity Type: Rental Real Estate; Position/Title: Owner; Investment-Related: No; Start Date: 04/10/2026; Hours per month devoted to this business: <4; Hours per month devoted to this business during trading hours: <4; Description of duties: Owner/Residential real estate for rent.

Exams

• S66 Uniform Combined State Law Examination
  2006-09-19

Other Names

• Andrew Gregory