Gregory J. Molle
Professional summary
Gregory Jay Molle, CFP®, who also goes by Greg Molle, is a registered financial advisor currently at STRONG TOWER ADVISORY SERVICES located in Minneapolis, Minnesota and DFPG INVESTMENTS, LLC located in Minneapolis, Minnesota.
Gregory is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. Gregory has worked at 15 firms and has passed the Series 63, SIE, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Jay Molle's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1988
Experience
June 21, 2021 - Present
STRONG TOWER ADVISORY SERVICES
Office #1: 333 South 7th Street Suite 2100, Minneapolis, MN 55402August 1, 2021 - Present
DFPG INVESTMENTS, LLC
Office #1: 333 South 7th Street Suite 2100, Minneapolis, MN 55402September 12, 2014 - October 7, 2020
CETERA WEALTH SERVICES, LLC
September 12, 2014 - August 6, 2021
ADVISORNET WEALTH PARTNERS
September 11, 2014 - August 4, 2021
CETERA WEALTH SERVICES, LLC
October 6, 2010 - September 15, 2014
MORGAN STANLEY
June 1, 2009 - September 15, 2014
MORGAN STANLEY
June 25, 2008 - June 1, 2009
MORGAN STANLEY & CO. LLC
March 15, 2004 - July 7, 2008
WELLS FARGO INVESTMENTS, LLC
March 15, 2004 - July 7, 2008
WELLS FARGO INVESTMENTS, LLC
July 1, 2003 - March 22, 2004
WELLS FARGO CLEARING SERVICES, LLC
July 1, 2003 - March 22, 2004
WELLS FARGO CLEARING SERVICES, LLC
July 18, 2001 - July 1, 2003
PRUDENTIAL EQUITY GROUP, LLC
May 25, 2001 - July 1, 2003
PRUDENTIAL EQUITY GROUP, LLC
January 21, 1998 - May 30, 2001
CETERA WEALTH SERVICES, LLC
May 13, 1993 - January 27, 1998
VSR FINANCIAL SERVICES, INC.
March 1, 1991 - June 9, 1993
CAPITAL MANAGEMENT SECURITIES, INC.
March 23, 1990 - March 1, 1991
OPPENHEIMER & CO. INC.
December 23, 1988 - March 23, 1990
B.C. CHRISTOPHER SECURITIES CO.
June 3, 1985 - December 23, 1988
MORISON SECURITIES, INC.
January 23, 1985 - May 7, 1985
SOUTHMARK FINANCIAL SERVICES, INC.
Primary Firm SEC Registration
STRONG TOWER ADVISORY SERVICES
CRD#: 315106 / SEC#: 801-121575
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/4/2021)
(8/1/2021)
(8/1/2021)
(8/5/2021)
(8/1/2021)
(8/1/2021)
(8/10/2021)
(8/1/2021)
(8/11/2021)
(8/1/2021)
(6/21/2021)
(8/4/2021)
(9/9/2021)
(8/1/2021)
(8/1/2021)
(8/1/2021)
(9/15/2021)
(6/21/2021)
(8/1/2021)
(12/2/2024)
(8/1/2021)
(8/1/2021)
Exams
FINRA
Current Firm
STRONG TOWER ADVISORY SERVICES
CRD#: 315106 / SEC#: 801-121575
Contact information
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 302 |
| AUM (Assets Under Management) | $ 654,453,457 |
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.
