Gregory Robert Lochard

Employer firm

Money Concepts Capital Corp CRD 12963

$4.07B regulatory AUM 1,108 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• GENERAL CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2005 → 12/2019
  Nationwide
  Amelia, OH
• 09/2005 → 12/2019
  Nationwide Securities
  Dublin, OH
• 12/2019 → Present
  R&L Insurance Group, Llc
  Amelia, OH
• 01/2020 → Present
  Money Concepts Capital Corp
  Palm Beach Gardens, FL

Previous Registrations

• 2018-02-27 → 2018-08-10
  Nationwide Securities, Llc
  Cincinnati, OH
  Cincinnati, OH
  Amelia, OH
  West Chester, OH
  Cincinnati, OH

Other Businesses

1 Millennium Brokerage Group to sell Nationwide Fixed Annuities since 02/2019. Spends 10 hours/month during and 5 outside of trading hours. Not investment related. 2. Investment Property, 498 Eastern Lake Road, Santa Rosa FL 32459. Rental Property, Rental Property, Non-investment related, 1-10% time spent on activity during non-securities hrs. 3. R&L insurance Group, LLC, since 12/1/2019, Owner, Insurance Agency, P&C Insurance, Non-investment related, 1-10% time spent on activity during securities hrs

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-09-02

Other Names

• Greg Lochard