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Detailed Report
GREGORY LOUIS MCCREA
GREGORY LOUIS GREIVE
CRD#: 5916186
IA
Investment Adviser
B
Broker
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 9185 EAST WESTVIEW ROAD
LONE TREE, CO 80124
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 9185 EAST WESTVIEW ROAD
LONE TREE, CO 80124
Registration History
201220142016201820202022202420262 FIRMS2022 - Present (2 years)BNATIONWIDE INVESTMENT SERVICES... (CRD# 7110)2011 - 2022 (10 years)IANATIONWIDE INVESTMENT ADVISORS... (CRD# 142373)2013 - 2022 (8 years)
License(s)

State Registrations

B
Arizona 6/10/2024
B
New Mexico 1/3/2025
B
Arkansas 6/10/2024
B
North Carolina 1/9/2024
B
California 1/6/2023
B
South Dakota 8/26/2024
B
Colorado 4/28/2022
B
Texas 5/19/2022
IA
Colorado 5/26/2022
IA
Texas 5/26/2022
B
Florida 2/5/2024
B
Utah 1/6/2023
B
Kansas 6/3/2024
B
Vermont 2/16/2024
B
Montana 6/10/2024
B
Virginia 2/6/2025
B
Nebraska 1/3/2025
B
Washington 6/5/2024
B
Nevada 6/10/2024
B
Wyoming 6/10/2024
B
New Jersey 3/6/2025

SRO Registrations

B
 FINRA
B
 New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590)
9185 EAST WESTVIEW ROAD, LONE TREE, CO 80124
Registered with this firm since 5/26/2022
B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
9185 EAST WESTVIEW ROAD, LONE TREE, CO 80124
CASTLE ROCK, CO
Registered with this firm since 4/28/2022
Previous Registration(s)
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IA
 10/09/2013 - 03/02/2022 NATIONWIDE INVESTMENT ADVISORS, LLC (CRD#:142373) COLUMBUS, OH
B
 05/24/2011 - 03/02/2022 NATIONWIDE INVESTMENT SERVICES CORPORATION (CRD#:7110) DENVER, CO
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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
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.