Gregory M. Weinberg
Professional summary
Gregory Michael Weinberg is a registered financial professional currently at GRANT WILLIAMS L.P. located in Philadelphia, Pennsylvania.
Gregory is registered as a RR (Registered Representative) and started their career in finance in 2011. Gregory has worked at 1 firm and has passed the Series 65, Series 63, Series 99TO, Series 79TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Gregory Michael Weinberg's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 24, 2009 - Present
GRANT WILLIAMS L.P.
Office #1: 1650 Market Street 53rd Floor, Philadelphia, PA 19103December 5, 2011 - November 12, 2014
GRANT WILLIAMS L.P.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/9/2009)
(9/2/2021)
(12/15/2021)
(7/9/2013)
(4/25/2023)
(7/21/2014)
(2/29/2024)
(4/25/2023)
(7/27/2022)
(10/15/2015)
(8/9/2022)
(8/3/2009)
(8/17/2009)
(12/21/2020)
(8/17/2009)
(10/20/2015)
(5/5/2025)
(7/16/2014)
(11/24/2020)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationSeries 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationFINRA
Current Firm
GRANT WILLIAMS L.P.
CRD#: 45961 / SEC#: , 8-51249
Contact information
FINRA licenses (20 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| PORTFOLIO SOLUTIONS LLC | SHAREHOLDER | |
| GRANT, STEVEN TAYLOR | PRESIDENT, CEO, CCO, CFO | 826826 |
| GRW, INC. | GENERAL PARTNER |
Disclosures
| Regulatory Event | 2 |
Red Flags
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