Gregg D Jensen

Current Employers

Pathway Partners Wealth Advisors, Llc

100 Corporate Parkway Suite 136, Amherst, NY 14226 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2023-07-18

NY RA
APPROVED

Since 2023-07-18

Branch Locations

100 Corporate Parkway Suite 136, Amherst, NY 14226 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
M&T Securities	Hamburg	NY	04/2014	05/2021
Hightower Securities Llc	Chicago	IL	05/2021	02/2023
Hightower Advisors Llc	Chicago	IL	05/2021	02/2023
Jensen Planning Group	West Seneca	NY	03/2023	Present
Pathway Partners Wealth Advisors Llc	Amherst	NY	06/2023	Present

04/2014 → 05/2021

M&T Securities

Hamburg, NY
05/2021 → 02/2023

Hightower Securities Llc

Chicago, IL
05/2021 → 02/2023

Hightower Advisors Llc

Chicago, IL
03/2023 → Present

Jensen Planning Group

West Seneca, NY
06/2023 → Present

Pathway Partners Wealth Advisors Llc

Amherst, NY

Previous Registrations

2014-04-22 → 2021-05-03

M&T Securities, Inc.

Hamburg, NY

Hamburg, NY

Buffalo, NY

Cheektowaga, NY

Springville, NY

Fredonia, NY

Silver Creek, NY

Williamsport, PA

Ellicottville, NY

Buffalo, NY

Cheektowaga, NY
2009-08-14 → 2014-04-23

Hsbc Securities (Usa) Inc.

Buffalo, NY
2008-05-16 → 2009-07-22

Equitable Advisors, Llc

Williamsville, NY

Other Businesses

Gregg David Jensen is a licensed insurance agent. The Advisor Network; Owner; Non Investment Related; 100 Corporate Pkwy. Suite 136 Amherst New York 14226; Description: The Advisor Network is a web-based platform for financial professionals to learn, connect, and collaborate with peers. It is a portal that aggregates industry news, encourages the sharing of best practices amongst advisors, and provides training to industry professionals.; Responsibilities: Act as subject matter experts and contribute to business development. ; Start date: 2024-10-09; Hours per month devoted to business during trading hours: 5; Hours per month devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 5; Contact person at the organization: Colin Healy; Website address for the organization: www.theadvisornetwork.org. Name of outside business: Forma Cashmere, LLC; Is the business investment related: Yes; Location of the business: 166 Geary St, Suite 1500, #1577 San Francisco CA 94108 US; Description of the business: Cashmere is an SEC registered fund that allows retail investors to access venture capital investments at low minimums and better liquidity options than this asset class has historically provided.; Position Title: Investor; Responsibilities Duties: I am a passive investor in the fund's ownership only; Start date with business: 2025-02-28; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 0;