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VG

Victor Greto

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CRD#: 1049150
VG

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Victor Greto was a registered financial professional .

Victor is a previously registered financial professional and started their career in finance in 1982. Victor had worked at 7 firms and has passed the Series 6 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

August 14, 2006 - February 8, 2012

L.O. THOMAS & CO. INC.

BD
CRD#: 23657
LINWOOD, NJ
Past

November 15, 2002 - August 22, 2006

NEXT FINANCIAL GROUP, INC.

BD
CRD#: 46214
OCEAN CITY, NJ
Past

December 11, 1996 - November 15, 2002

BRYN MAWR SECURITIES INC.

BD
CRD#: 17953
KING OF PRUSSIA, PA
Past

July 19, 1996 - December 11, 1996

BUCKHEAD FINANCIAL CORPORATION

BD
CRD#: 18398
Past

September 1, 1993 - June 27, 1996

WALNUT STREET SECURITIES, INC.

BD
CRD#: 15840
EL SEGUNDO, CA
Past

September 25, 1989 - September 9, 1993

AMERICAN CAPITAL CORPORATION

BD
CRD#: 16124
VALLEY FORGE, PA
Past

November 18, 1982 - October 3, 1989

OSAIC FS, INC.

BD
CRD#: 3870
FORT WAYNE, IN

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
Series 6
Date: 11/17/1982
Investment Company Products/Variable Contracts Representative Examination

Current Firm


LT
L.O. THOMAS & CO. INC.
L.O. THOMAS & CO. | L.O. THOMAS & CO. INC.

CRD#: 23657 / SEC#: , 8-40875

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information


Main Address
Linwood Commons-suite A-6 2106 New Road, Linwood, NJ 08221
Mailing Address
Linwood Commmons-suite A-6 2106 New Road Po Box 293, Linwood, NJ 08221
Phone number
(609) 927-4044
Established
New Jersey since 03/01/1996
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (22 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
RISLEY, JOHN WESLEY JRPRESIDENT, FINOP, CEO,CCO844622

Disclosures


Regulatory Event1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


L.O. THOMAS & CO. INC.

CRD#: 23657

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