Gregory P. Bosl
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 Paul Bosl, who also goes by Gregory Bosl, was a registered financial professional .
Gregory is a previously registered financial professional and started their career in finance in 2006. Gregory had worked at 5 firms and has passed the Series 63, Series 82, SIE, Series 79, Series 55 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 18, 2018 - October 20, 2023
STILLPOINT CAPITAL, LLC
January 21, 2016 - December 26, 2017
HYDE PARK CAPITAL ADVISORS, LLC
June 1, 2009 - July 9, 2009
MORGAN STANLEY
April 2, 2007 - June 1, 2009
MORGAN STANLEY & CO. LLC
April 11, 2006 - April 2, 2007
MORGAN STANLEY DW INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 55
Date: 4/4/2007
Limited Representative-Equity Trader ExamCurrent Firm
STILLPOINT CAPITAL, LLC
CRD#: 133146 / SEC#: , 8-66688
Contact information
FINRA licenses (52 States and Territories)
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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