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Gregory S. Hanshew

Some features on this profile are disabled
CRD#: 2624600
GH

Professional summary

Gregory Scott Hanshew was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Gregory is a previously registered financial professional and started their career in finance in 1995. Prior to being barred, Gregory had worked at 14 firms, which includes INFINITY FINANCIAL SERVICES, CIM SECURITIES LLC, ALLWORTH FINANCIAL L.P., AW SECURITIES, PATHWAY STRATEGIC ADVISORS, VALIC FINANCIAL ADVISORS INC., FFEC WEALTH PARTNERS LLC, NATIONAL PLANNING CORPORATION, LPL FINANCIAL LLC, HFG ADVISORS, WALNUT STREET ADVISERS INC, WALNUT STREET SECURITIES INC., IDS LIFE INSURANCE COMPANY, AMERIPRISE FINANCIAL SERVICES LLC.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Greg Scott Hanshew

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

January 13, 2017 - June 11, 2020

INFINITY FINANCIAL SERVICES

BD
CRD#: 144302
Littleton, CO
Past

January 7, 2015 - December 2, 2015

INFINITY FINANCIAL SERVICES

RIA
CRD#: 144302
Littleton, CO
Past

August 8, 2014 - May 3, 2016

INFINITY FINANCIAL SERVICES

BD
CRD#: 144302
Littleton, CO
Past

July 8, 2014 - August 8, 2014

CIM SECURITIES, LLC

BD
CRD#: 120852
PALMER, AK
Past

January 14, 2014 - March 31, 2014

ALLWORTH FINANCIAL, L.P.

RIA
CRD#: 111167
LITTLETON, CO
Past

January 14, 2014 - March 31, 2014

AW SECURITIES

BD
CRD#: 103747
FOLSOM, CA
Past

November 14, 2013 - January 9, 2014

PATHWAY STRATEGIC ADVISORS

RIA
CRD#: 158395
LITTLETON, CO
Past

September 11, 2013 - November 7, 2013

VALIC FINANCIAL ADVISORS, INC.

RIA
CRD#: 42803
LAKEWOOD, CO
Past

September 11, 2013 - November 7, 2013

VALIC FINANCIAL ADVISORS, INC.

BD
CRD#: 42803
LAKEWOOD, CO
Past

December 6, 2012 - September 25, 2013

FFEC WEALTH PARTNERS LLC

RIA
CRD#: 16507
DENVER, CO
Past

December 6, 2012 - September 25, 2013

FFEC WEALTH PARTNERS LLC

BD
CRD#: 16507
DENVER, CO
Past

November 20, 2012 - December 10, 2012

NATIONAL PLANNING CORPORATION

RIA
CRD#: 29604
DENVER, CO
Past

November 6, 2012 - December 10, 2012

NATIONAL PLANNING CORPORATION

BD
CRD#: 29604
DENVER, CO
Past

February 17, 2006 - December 16, 2009

LPL FINANCIAL LLC

RIA
CRD#: 6413
GREENWOOD VILLAGE, CO
Past

February 17, 2006 - December 16, 2009

LPL FINANCIAL LLC

BD
CRD#: 6413
GREENWOOD VILLAGE, CO
Past

December 31, 2001 - November 21, 2005

HFG ADVISORS

RIA
CRD#: 113511
AURORA, CO
Past

January 1, 1999 - February 24, 2006

WALNUT STREET ADVISERS INC

RIA
CRD#: 109903
AURORA, CO
Past

July 28, 1998 - February 24, 2006

WALNUT STREET SECURITIES, INC.

BD
CRD#: 15840
DENVER, CO
Past

July 21, 1995 - July 21, 1998

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

July 21, 1995 - July 21, 1998

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

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

State Security Law Exam
RR
Series 63
Date: 11/27/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/11/2013
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 11/5/2012
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/20/2005
General Securities Principal Examination

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)
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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
# of Employees

FINRA licenses (48 States and Territories)

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

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 Event3

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

INFINITY FINANCIAL SERVICES

CRD#: 144302

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