Gregory Alan Bishop

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

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

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

Current Employers

Employment History

• 06/2006 → 06/2017
  Harvard-Westlake School
  North Hollywood, CA
• 03/2017 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 03/2017 → 07/2024
  Equitable Advisors, Llc
  New York, NY
• 07/2024 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 07/2024 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2017-05-12 → 2024-07-23
  Equitable Advisors, Llc
  Agua Dulce, CA
  Los Angeles, CA
  Woodland Hills, CA

Other Businesses

1. FOUR OAKS WEALTH STRATEGIES, 35871 Jayhawker Rd, Agua Dulce CA 91390, United States, 07/22/2024, Agent, Insurance/Benefits/Human Resources, NIR, 10 HR/MO - 4 HR/MO TRADING 2. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 07/22/2024 3. PUBLIC EMPLOYEE RESOURCE CENTER, AGUA DULCE CA 91390, 01/2026, OWNER, DBA NAME, NIR, 20 HR/MO - 1 HR/MO TRADING. 4. WESTERN INSURANCE SERVICES FOR EDUCATORS; WISE, 35871 Jayhawker Rd, Agua Dulce, CA 91390, 04/01/2026, Agent, Insurance/Benefits/Human Resources, NIR, 30 HR/MO - 10 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2017-04-29

Other Names

• Greg Bishop