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DONALD JOSEPH GREGORY JR.
D JOSH GREGORY
CRD#: 4365502
IA
Investment Adviser
B
Broker
ADVICE AND PLANNING SERVICESCRD#: 20472 33 Arch Street, 12th Floor
Suite 1210
Boston, MA 02110
Registration History
20022004200620082010201220142016201820202022202420262 FIRMS2005 - 2007 (2 years)2 FIRMS2007 - Present (17 years)BQUICK & REILLY, INC. (CRD# 11217)2003 - 2004 (<1 year)BLEGG MASON WOOD WALKER, INCORP... (CRD# 6555)2001 - 2003 (2 years)
License(s)

State Registrations

B
California 12/14/2015

B
New Hampshire 7/27/2007

B
Connecticut 8/15/2007

B
New York 2/22/2022

B
District of Columbia 11/29/2018

B
North Carolina 12/16/2016

B
Florida 7/27/2007

B
Ohio 2/24/2021

B
Georgia 5/25/2021

B
Rhode Island 7/27/2007

B
Maine 8/15/2007

B
Vermont 8/15/2007

B
Massachusetts 7/27/2007

B
Virginia 9/22/2023

IA
Massachusetts 7/30/2007

B
Washington 1/4/2021

B
Missouri 11/11/2024

B
Wyoming 10/25/2023

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
ADVICE AND PLANNING SERVICES (CRD#:20472)
33 Arch Street, 12th Floor Suite 1210, Boston, MA 02110
Hingham, MA
Registered with this firm since 7/30/2007

B
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CRD#:20472)
33 Arch Street, 12th Floor Suite 1210, Boston, MA 02110
Hingham, MA
Registered with this firm since 7/27/2007

Previous Registration(s)
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IA
02/28/2005 - 06/04/2007 BANC OF AMERICA INVESTMENT SERVICES, INC. (CRD#:16361) BOSTON, MA
B
01/19/2005 - 06/04/2007 BANC OF AMERICA INVESTMENT SERVICES, INC. (CRD#:16361) BOSTON, MA
B
10/15/2003 - 09/22/2004 QUICK & REILLY, INC. (CRD#:11217) NEW YORK, NY
B
04/30/2001 - 07/16/2003 LEGG MASON WOOD WALKER, INCORPORATED (CRD#:6555) BALTIMORE, MD
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B
Broker
IA
Investment Adviser
Disclosures
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.