Roland Robert Greco

Current Employers

Employment History

• 01/2008 → 08/2017
  Lpl Financial, Llc
  Scranton, PA
• 05/2016 → 07/2017
  Private Advisor Group, Llc
  Morristown, NJ
• 08/2017 → 08/2023
  J.W. Cole Financial, Inc.
  Tampa, FL
• 08/2017 → 08/2023
  J.W. Cole Advisors, Inc.
  Tampa, FL
• 08/2023 → Present
  Madison Avenue Securities
  San Diego, CA
• 09/2025 → Present
  Impact Partnership Wealth, Llc
  Marietta, GA
• 08/2023 → 08/2025
  Madison Avenue Securities
  San Diego, CA
• 01/2009 → Present
  Rg Financial Services
  Scranton, PA
• 01/2020 → Present
  College Planning Advisors
  Scranton, PA

Previous Registrations

• 2017-08-23 → 2023-09-14
  J. W. Cole Advisors, Inc.
  Scranton, PA
  Tampa, FL
• 2008-02-05 → 2017-09-18
  Lpl Financial Llc
  Scranton, PA
  Pittston, PA
  Scranton, PA
• 2016-05-19 → 2017-07-18
  Private Advisor Group, Llc
  Scranton, PA
  Morristown, NJ
• 2014-09-04 → 2016-05-02
  Insight Private Advisors, Llc
  Scranton, PA
  Bridgewater, NJ
• 2014-09-09 → 2014-12-11
  Premier College Funding
  Scranton, PA
  Flemington, NJ
• 2008-10-17 → 2014-09-08
  Jacobi Capital Management, Llc
  Pittston, PA

Other Businesses

1) College Planning Advisors; Not Investment Related; 321 Biden St; Scranton, PA 18503; Helping families with college planning; Consultant; 1/2020; 10hrs/Mo; 10hrs/Mo during Securities Trading Hours, advising parents on college strategies. 2) RG Financial Services; Yes Investment Related; 321 Biden St; Scranton, PA 18503; Whole Life and Term Insurance; Owner/Advisor; 1/2009; 1hr/Mo; 1hrs/Mo during Securities Trading Hours; Advising on Life Insurance. 3) AE Medical Partner Program; Not Investment Related; 2950 SW McClure Rd, Topeka, KS 66614; Medicare; Agent/Solicitor; 10/18/2023; 4hrs/Mo; 4hrs/Mo during Securities Trading Hours; Referring clients to AE Medical Partner Program 4) Madison Avenue Securities; Yes Investment Related; 321 Biden St; Scranton, PA 18503; Brokerage; Registered Representative; 8/2023; 120hrs/Mo; 110hrs/Mo during Securities Trading Hours; Financial Planning. 5) Impact Partnership Wealth; Investment Related: Yes; 1688 White Circle NW, Marietta, GA 30066; Nature of the Business: Advising clients on potential investments thru Impact Partnership Wealth that they can put their money in. Investments are not held at Impact Partnership Wealth; Position: Investment Advisor Representative; 5 Hours Per Week; Start Date: 9/25/2025 6) Association of Financial Consultants; Not Investment Related; 2973 W S. R. 434, Suite 300, Longwood, FL 32779; Financial Education Through Free Informational Workshops; Member; 11/1/2025; 2hrs/Mo; 0hrs/Mo during Securities Trading Hours.

Exams

• S66 Uniform Combined State Law Examination
  1999-05-08

Other Names

• Roland R Greco
• Roland Robert Greco
• Roland Greco