Gregory John Dellis

Current Employers

Employment History

• 12/1997 → Present
  Greg Dellis Insurance Services
  Crows Landing, CA
• 06/2001 → Present
  World Financial Group
  Modesto, CA
• 01/2012 → Present
  Transamerica Financial Advisors, Inc
  Modesto, CA
• 10/2018 → 10/2020
  M 7:7 Holdings Llc
  Modesto, CA
• 05/2023 → Present
  Lspn Pro Llc
  Lindon, UT
• 07/2023 → Present
  Champion Health, Inc.
  Scottsdale, AZ

Previous Registrations

• 2007-03-06 → 2012-01-06
  Investment Advisors International, Inc.
  San Jose, CA
  San Jose, CA

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. GREG DELLIS INSURANCE SERVICES/no/601 Rubie Rd CROWS LANDING CT 75313/2096326707/ LSPN PRO LLC POSITION: Independent Representative NATURE: Providing bundled professional services with emphasis on estate planning services INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/18/2023 ADDRESS: 100 N State Street, STE B, Lindon UT 84042, United States DESCRIPTION: Client communication, marketing and referring potential clients CHAMPION HEALTH, INC. POSITION: Agent NATURE: Health Insurance Supplement INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2023 ADDRESS: 7272 E. Indian School Rd., #540, Scottsdale AZ 85251, United States DESCRIPTION: Contacting employers regarding the benefits the Champion Plan offers. (see www.champplan.com website) Benefits are too numerous to list. one of the benefits to the employee is having access to Tele-Doc. Champ plan is designed to increase the overall health of the employee, therefore reducing the number of urgent care visits and hospital admission

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-08-29
• S63 Uniform Securities Agent State Law Examination
  1999-01-19