Gregory B. Stilson
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 Bruce Stilson was a registered financial professional .
Gregory is a previously registered financial professional and started their career in finance in 1991. Gregory had worked at 8 firms and has passed the Series 63, Series 65, SIE, Series 7, Series 3, Series 53 and Series 4 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 13, 2010 - October 13, 2025
WHITE OAK MERCHANT PARTNERS LLC
October 1, 2007 - July 1, 2008
PACIFIC GROWTH EQUITY MANAGEMENT, LLC
October 1, 2007 - July 1, 2008
PACIFIC GROWTH EQUITIES, LLC
February 13, 2006 - September 6, 2007
CITIGROUP GLOBAL MARKETS INC.
January 23, 2006 - September 6, 2007
CITIGROUP GLOBAL MARKETS INC.
May 7, 2003 - July 25, 2003
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.
March 13, 2000 - May 7, 2003
J.P. MORGAN SECURITIES INC.
February 1, 2000 - May 7, 2003
J.P. MORGAN SECURITIES INC.
December 18, 1996 - February 1, 2000
HAMBRECHT & QUIST LLC
July 29, 1991 - December 4, 1996
MORGAN STANLEY DW INC.
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
WHITE OAK MERCHANT PARTNERS LLC
CRD#: 140142 / SEC#: , 8-67283
Contact information
FINRA licenses (5 States and Territories)
Documents
Red Flags
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