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GREGORY LAMBROS PETERSON
GREGORY LAMBROS PETERSON MR.
CRD#: 4586325
IA
Investment Adviser
ADAPTIVE FINANCIAL SOLUTIONS INCCRD#: 293198 Waban, MA
Registration History
2002200420062008201020122014201620182020202220242026IAADAPTIVE FINANCIAL SOLUTIONS INC (CRD# 293198)2018 - Present (6 years)IAZEVIN ASSET MANAGEMENT, LLC (CRD# 165269)2015 - 2016 (<1 year)IABALLENTINE PARTNERS (CRD# 152802)2010 - 2015 (5 years)IABALLENTINE FINN & CO INC (CRD# 108853)2002 - 2010 (7 years)
License(s)

State Registrations

IA
Massachusetts 6/26/2018

Current Registration(s)
IA
ADAPTIVE FINANCIAL SOLUTIONS INC (CRD#:293198)
Waban, MA
Registered with this firm since 6/26/2018

Previous Registration(s)
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10/19/2015 - 02/25/2016 ZEVIN ASSET MANAGEMENT, LLC (CRD#:165269) BOSTON, MA
IA
02/22/2010 - 07/17/2015 BALLENTINE PARTNERS (CRD#:152802) WALTHAM, MA
IA
09/19/2002 - 02/23/2010 BALLENTINE FINN & CO INC (CRD#:108853) WALTHAM, MA
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Disclosures
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