Gregory W. Poplett
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.
Gregory William Poplett, who also goes by Greg Poplett, was a registered financial professional .
Gregory is a previously registered financial professional and started their career in finance in 2004. Gregory had worked at 2 firms and has passed the Series 63, Series 65 and Series 2 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 27, 2011 - January 29, 2024
MADISON INVESTMENT ADVISORS, LLC
July 13, 2004 - December 31, 2011
MADISON INVESTMENT HOLDINGS, INC
Primary Firm SEC Registration
MADISON INVESTMENT ADVISORS, LLC
CRD#: 110297 / SEC#: 801-52751
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 2
Date: 10/25/1990
Non-Member General Securities ExaminationCurrent Firm
MADISON INVESTMENT ADVISORS, LLC
CRD#: 110297 / SEC#: 801-52751
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 15,949 |
| AUM (Assets Under Management) | $ 13,346,155,459 |
Red Flags
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