G. G. Biggs

PERISSOS PRIVATE WEALTH MANAGEMENT

Oklahoma City, OK 73116

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CRD#: 4027131

Professional summary

G. Gregory Biggs, who also goes by G Gregory Biggs ^, Glen Gregory Biggs, Greg Biggs, Gregg Biggs, Gregory Biggs ^, is a registered financial advisor currently at PERISSOS PRIVATE WEALTH MANAGEMENT located in Oklahoma City, Oklahoma.

G. is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. G. has worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

G Gregory Biggs ^ | Glen Gregory Biggs | Greg Biggs | Gregg Biggs | Gregory Biggs ^

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.

***DBA - Biggs Financial ***BIGGS FINANCIAL POSITION: President NATURE: BIGGS FINANCIAL - INSURANCE SALES - PRESIDENT INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/01/1999 ADDRESS: 4045 N.W. 64th, Suite 320, Oklahoma City OK 73116 DESCRIPTION: Occasional sales of fixed insurance products. ***GGB LIMITED POSITION: President NATURE: GGB LIMITED - Corporation for income, expenses, tax purposes. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 05/01/1983 ADDRESS: 18600 N. Antler Way, Edmond OK 73012 DESCRIPTION: Managing income, expenses, tax purposes.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view G. Gregory Biggs's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

December 15, 2023 - Present

PERISSOS PRIVATE WEALTH MANAGEMENT

Office #1: 4045 Nw 64th St #320, Oklahoma City, OK 73116

RIA

CRD#: 217514

Oklahoma City, OK

Past

October 3, 2018 - January 19, 2024

DBM ADVISORS, LLC

RIA

CRD#: 293138

Oklahoma City, OK

Past

January 1, 2015 - December 31, 2018

VERUS CAPITAL PARTNERS, LLC

RIA

CRD#: 151568

OKLAHOMA CITY, OK

Past

January 6, 2014 - December 31, 2014

VERUS CAPITAL PARTNERS, LLC

RIA

CRD#: 151568

OKLAHOMA CITY, OK

Past

December 18, 2013 - December 31, 2023

SECURITIES AMERICA, INC.

CRD#: 10205

OKLAHOMA CITY, OK

Past

August 17, 2009 - December 17, 2013

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

OKLAHOMA CITY, OK

Past

January 11, 2007 - December 23, 2013

ACCESS FINANCIAL GROUP, INC.

RIA

CRD#: 113798

BETHANY, OK

Past

January 4, 2007 - August 19, 2009

OSAIC SERVICES, INC.

CRD#: 133763

OKLAHOMA CITY, OK

Past

June 5, 2003 - January 4, 2007

WILBANKS SECURITIES ADVISORY

RIA

CRD#: 118304

OKLAHOMA CITY, OK

Past

May 28, 2003 - January 4, 2007

WILBANKS SECURITIES, INC.

CRD#: 40673

OKLAHOMA CITY, OK

Past

March 20, 2002 - June 2, 2003

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

OKLAHOMA CITY, OK

Past

October 1, 1999 - June 2, 2003

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PERISSOS PRIVATE WEALTH MANAGEMENT

CRD#: 217514 / SEC#: 801-129994

RIA

Registered Investment Advisory firm - (4/23/2024 Approved)

Louisiana

Registered Investment Advisory firm - (6/26/2024 Terminated)

Oklahoma

Registered Investment Advisory firm - (8/21/2024 Terminated)

Texas

Registered Investment Advisory firm - (6/25/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Louisiana
(2/5/2024)

IAR

Oklahoma
(12/15/2023)

IAR

Texas
(12/15/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/19/2002

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/30/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/21/2001

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/30/1999

Investment Company Products/Variable Contracts Representative Examination

Current Firm

PERISSOS PRIVATE WEALTH MANAGEMENT

CRD#: 217514 / SEC#: 801-129994

RIA

Registered Investment Advisory firm - (4/23/2024 Approved)

Louisiana

Registered Investment Advisory firm - (6/26/2024 Terminated)

Oklahoma

Registered Investment Advisory firm - (8/21/2024 Terminated)

Texas

Registered Investment Advisory firm - (6/25/2024 Terminated)

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Contact information

Main Address

4107 N Council Rd Building A2, Bethany, OK 73008

Mailing Address

Phone number

(405) 212-9690

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PERISSOS PRIVATE WEALTH MANAGEMENT, LLC ADV PART 2 DISCLOSURE BROCHURE (2/13/2025)

Regulatory assets under management

Total Number of Accounts	554
AUM (Assets Under Management)	$ 164,879,652

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.

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Advisor Monitoring

Firm Stability Insights

G. G. Biggs

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view G. Gregory Biggs's CRS (Customer Relationship Summary).

Certified licenses

Experience

DBM ADVISORS, LLC

VERUS CAPITAL PARTNERS, LLC

VERUS CAPITAL PARTNERS, LLC

SECURITIES AMERICA, INC.

PURSHE KAPLAN STERLING INVESTMENTS

ACCESS FINANCIAL GROUP, INC.

OSAIC SERVICES, INC.

WILBANKS SECURITIES ADVISORY

WILBANKS SECURITIES, INC.

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

Primary Firm SEC Registration

PERISSOS PRIVATE WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 2/19/2002

Series 63

Date: 9/30/1999

SIE

Date: 10/1/2018

Series 7

Date: 8/21/2001

Series 6

Date: 9/30/1999

Current Firm

PERISSOS PRIVATE WEALTH MANAGEMENT

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PERISSOS PRIVATE WEALTH MANAGEMENT

TRUST BUT VERIFY

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