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GREGORY DENNIS BURD
GREGORY D BURD
CRD#: 5661615
IA
Investment Adviser
B
Broker
ADVICE AND PLANNING SERVICESCRD#: 20472 33 Arch Street, 12th Floor
Suite 1210
Boston, MA 02110
Registration History
2010201220142016201820202022202420262 FIRMS2013 - Present (11 years)BT. ROWE PRICE INVESTMENT SERVI... (CRD# 8348)2010 - 2013 (2 years)BFIRST INVESTORS CORPORATION (CRD# 305)2009 - 2010 (1 year)IAT. ROWE PRICE ADVISORY SERVICE... (CRD# 108958)2011 - 2013 (2 years)
License(s)

State Registrations

B
Arizona 12/8/2022

B
New Hampshire 8/14/2013

B
California 3/17/2022

B
New Jersey 6/27/2017

B
Connecticut 8/17/2016

B
New York 6/2/2016

B
Florida 8/14/2013

B
Pennsylvania 3/18/2024

B
Maine 8/14/2013

B
Rhode Island 8/14/2013

B
Maryland 9/7/2022

B
South Carolina 12/13/2019

B
Massachusetts 8/14/2013

B
Vermont 11/14/2022

IA
Massachusetts 8/20/2013

B
Virginia 6/15/2020

B
Michigan 7/22/2020

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
Natick, MA
Registered with this firm since 8/20/2013

B
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CRD#:20472)
33 Arch Street, 12th Floor Suite 1210, Boston, MA 02110
Natick, MA
Registered with this firm since 8/14/2013

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
02/18/2011 - 06/03/2013 T. ROWE PRICE ADVISORY SERVICES, INC. (CRD#:108958) WELLESLEY, MA
B
11/18/2010 - 06/03/2013 T. ROWE PRICE INVESTMENT SERVICES, INC. (CRD#:8348) WELLESLEY, MA
B
04/27/2009 - 09/27/2010 FIRST INVESTORS CORPORATION (CRD#:305) TAMPA, FL
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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.