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GH

Gregory Scott Hanshew

CRD# 2624600·Registered 1995 - 2020
Barred: Gregory Scott Hanshew was barred by the FINRA and is not permitted to conduct business in the covered capacity.

Professional Summary

Gregory Scott Hanshew, who also goes by Greg Scott Hanshew, was a registered financial advisor. Gregory was a previously registered financial advisor and started their career in finance 1995 - 2020. Gregory had worked at 14 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Greg Scott Hanshew

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

31 years registered in the securities industry

Current & Past Employments

Past

INFINITY FINANCIAL SERVICESPast·CRD# 144302
BD
Littleton, CO
January 13, 2017 - June 11, 2020
INFINITY FINANCIAL SERVICESPast·CRD# 144302
BD
Littleton, CO
August 8, 2014 - May 3, 2016
INFINITY FINANCIAL SERVICESPast·CRD# 144302
RIA
Littleton, CO
January 7, 2015 - December 2, 2015
CIM SECURITIES, LLCPast·CRD# 120852
BD
Palmer, AK
July 8, 2014 - August 8, 2014
ALLWORTH FINANCIAL, L.P.Past·CRD# 111167
RIA
Littleton, CO
January 14, 2014 - March 31, 2014
AW SECURITIESPast·CRD# 103747
BD
Folsom, CA
January 14, 2014 - March 31, 2014
PATHWAY STRATEGIC ADVISORSPast·CRD# 158395
RIA
Littleton, CO
November 14, 2013 - January 9, 2014
VALIC FINANCIAL ADVISORS, INC.Past·CRD# 42803
RIA
Lakewood, CO
September 11, 2013 - November 7, 2013
VALIC FINANCIAL ADVISORS, INC.Past·CRD# 42803
BD
Lakewood, CO
September 11, 2013 - November 7, 2013
FFEC WEALTH PARTNERS LLCPast·CRD# 16507
RIA
Denver, CO
December 6, 2012 - September 25, 2013
FFEC WEALTH PARTNERS LLCPast·CRD# 16507
BD
Denver, CO
December 6, 2012 - September 25, 2013
NATIONAL PLANNING CORPORATIONPast·CRD# 29604
RIA
Denver, CO
November 20, 2012 - December 10, 2012
NATIONAL PLANNING CORPORATIONPast·CRD# 29604
BD
Denver, CO
November 6, 2012 - December 10, 2012
LPL FINANCIAL LLCPast·CRD# 6413
RIA
Greenwood Village, CO
February 17, 2006 - December 16, 2009
LPL FINANCIAL LLCPast·CRD# 6413
BD
Greenwood Village, CO
February 17, 2006 - December 16, 2009
WALNUT STREET ADVISERS INCPast·CRD# 109903
RIA
Aurora, CO
January 1, 1999 - February 24, 2006
WALNUT STREET SECURITIES, INC.Past·CRD# 15840
BD
Denver, CO
July 28, 1998 - February 24, 2006
HFG ADVISORSPast·CRD# 113511
RIA
Aurora, CO
December 31, 2001 - November 21, 2005
IDS LIFE INSURANCE COMPANYPast·CRD# 6321
BD
Minneapolis, MN
July 21, 1995 - July 21, 1998
AMERIPRISE FINANCIAL SERVICES, LLCPast·CRD# 6363
BD
Minneapolis, MN
July 21, 1995 - July 21, 1998

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Current Firm

IF
INFINITY FINANCIAL SERVICES

INFINITY FINANCIAL SERVICES | MAR VISTA INSURANCE AGENCY DBA INFINITY FINANCIAL SERVICES | INFINITY SECURITIES, INC. | INFINITY FINANVIAL SERVICES

CRD#: 144302 / SEC#: 8-67647
BD
Broker-Dealer Firm Regulated by FINRA (San Francisco district office)

Contact Information

Main Address

212 9th Street Suite 202, Oakland, CA 94607

Mailing Address

212 9th Street Suite 202, Oakland, CA 94607

Phone Number

(510) 588-8000

Established

California since 01/17/2007

Firm Type

Corporation

Fiscal Year End

September

Firm Size

Small

FINRA licenses (49 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
GILBERT, GREGORY BURTONPRESIDENT, CHIEF COMPLIANCE OFFICER, SROP/CROP, MUNICIPAL PRINCIPAL3119457
PALICA, ANETA MARTAFINOP7948716

Disclosures

Regulatory Event

4

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Nov 2012About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 2013About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Nov 2012About the Series 6 exam

Series 24 — General Securities Principal Examination

Passed Dec 2005About the Series 24 exam

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CRS (Client Relationship Summary)

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

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