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Gregg William George
CRD#: 2962011
IA
B
CRESCENT GROVE ADVISORSCRD#: 170912 100 NORTH FIELD DRIVE
SUITE 215
LAKE FOREST, IL 60045
SUITE 215
LAKE FOREST, IL 60045
THE LEADERS GROUP, INC.CRD#: 37157 100 N Field Drive, Suite 215
Lake Forest, IL 60045
Lake Forest, IL 60045
0
Disclosures
26
Years of Experience
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State Registrations
B
Florida 8/12/2024
B
New Jersey 1/23/2025
B
Georgia 1/23/2025
B
Pennsylvania 8/23/2024
IA
Illinois 5/4/2015
IA
Wisconsin 4/24/2015
B
Illinois 8/23/2024
B
Wisconsin 1/23/2025
SRO Registrations
B
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B
Registered with this firm since 8/9/2024
IA
Registered with this firm since 4/24/2015
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 06/08/2012 - 05/07/2015 | CHICAGO, IL | |
B | 08/01/2012 - 09/30/2014 | MILWAUKEE, WI | |
B | 09/16/2005 - 08/01/2012 | MILWAUKEE, WI | |
IA | 07/21/2008 - 06/08/2012 | MILWAUKEE, WI | |
IA | 09/16/2005 - 09/16/2005 | MILWAUKEE, WI | |
IA | 05/21/1999 - 08/22/2005 | LAKE FOREST, IL | |
B | 04/15/1998 - 08/22/2005 | COHOES, NY |
MILWAUKEE, WI
07/21/2008 - 06/08/2012
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.