Gregory Curtis Ellms

Current Employers

Employment History

• 06/2015 → 05/2019
  Wellesley Investment Advisors, Inc.
  Wellesley, MA
• 02/2020 → 08/2020
  Beaumont Capital Management, Llc
  Needham, MA
• 05/2019 → 01/2020
  Unemployed
  Wellesley, MA
• 06/2023 → 10/2023
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 06/2021 → 09/2021
  Coachworth, Llc
  Sudbury, MA
• 08/2020 → 09/2021
  Unemployment
  Wellesley, MA
• 09/2021 → 01/2024
  Helmsman Financial Strategies
  Burlington, MA
• 10/2024 → 02/2025
  Copper Beech Wealth Management
  Mansfield, MA
• 01/2024 → 10/2024
  Unemployed
  Wellsley, MA
• 04/2025 → Present
  Oasis Wealth Planning Advisors, Llc
  Nashville, TN

Previous Registrations

• 2024-10-15 → 2025-02-10
  Copper Beech Wealth Management
  Mansfield, MA
• 2020-02-25 → 2020-08-24
  Algorithmic Investment Models
  Boston, MA
• 2015-06-30 → 2019-05-08
  Wellesley Asset Management, Inc.
  Portsmouth, NH

Other Businesses

C. E. Holman Limited Partnership, Grindle, Robinson & Goodhue & Frolin, 40 Grove St., Wellesley MA 02482, United States, 06/29/2023, Secretary, Board Member, NIR, 3 HR/MO - 0 HR/MO TRADING - Family owned Limited Partnership comprised of commercial property in Wellesley, MA.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-06-18
• S63 Uniform Securities Agent State Law Examination
  1984-12-13

Other Names

• Gregory Curtis Ellms
• Gregory C Ellms
• Greg Ellms