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Greg J. Hilliard

Some features on this profile are disabled
CRD#: 4695196
GH

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.

Greg James Hilliard was a registered financial advisor .

Greg is a previously registered financial advisor and started their career in finance in 2003. Greg had worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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

June 26, 2014 - June 16, 2015

TOUSSAINT CAPITAL PARTNERS, LLC

BD
CRD#: 130290
FREEHOLD, NJ
Past

April 5, 2011 - May 2, 2011

OPPENHEIMER & CO. INC.

BD
CRD#: 249
RED BANK, NJ
Past

July 17, 2009 - March 29, 2011

MORGAN STANLEY

RIA
CRD#: 149777
RED BANK, NJ
Past

July 17, 2009 - March 29, 2011

MORGAN STANLEY

BD
CRD#: 149777
RED BANK, NJ
Past

May 4, 2007 - August 6, 2009

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
RED BANK, NJ
Past

May 4, 2007 - August 6, 2009

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
RED BANK, NJ
Past

December 19, 2003 - May 17, 2007

J. B. HANAUER & CO.

RIA
CRD#: 6958
PARSIPPANY, NJ
Past

December 9, 2003 - May 17, 2007

J. B. HANAUER & CO.

BD
CRD#: 6958
PARSIPPANY, NJ
Past

September 10, 2003 - October 6, 2003

BUCKMAN, BUCKMAN & REID, INC.

BD
CRD#: 23407
LITTLE SILVER, NJ

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
IAR
Series 66
Date: 12/15/2003
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 6/16/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/15/2014
General Securities Representative Examination

Current Firm

TC
TOUSSAINT CAPITAL PARTNERS, LLC
TOUSSAINT CAPITAL PARTNERS, LLC

CRD#: 130290 / SEC#: , 8-66330

BD
Cancelled by SEC on 06/09/2022
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Contact information

Main Address
Mailing Address
Phone number
Established
Delaware since 05/28/2003
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents

Direct owners and executive officers

NamePositionCRD#
TOUSSAINT CAPITAL HOLDINGS, LLCOWNER
BYRD, AVERY FENNOYCHIEF COMPLIANCE OFFICER , CCO1609092
BYRD, AVERY FENNOYEXECUTIVE REPRESENTATIVE, CEO1609092
SAMSON, EDWARD GREGORYFINOP2041321

Disclosures

Regulatory Event5

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

TOUSSAINT CAPITAL PARTNERS, LLC

CRD#: 130290

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