Gregory S. Tingey

TINGEY FINANCIAL GROUP

Salt Lake City, UT 84047

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CRD#: 6574490

Professional summary

Gregory Stafford Tingey, who also goes by G Stafford Tingey, Greg Tingey, is a registered financial advisor currently at TINGEY FINANCIAL GROUP INC. located in Salt Lake City, Utah.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Gregory has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

G Stafford Tingey | Greg Tingey

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) - RIA

Click below to view Gregory Stafford Tingey's 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

April 1, 2025 - Present

TINGEY FINANCIAL GROUP INC.

Office #1: 7351 So Union Park Ave Suite 125, Salt Lake City, UT 84047

RIA

CRD#: 334198

Salt Lake City, UT

Past

April 22, 2021 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

SALT LAKE CITY, UT

Past

December 29, 2015 - April 10, 2025

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SALT LAKE CITY, UT

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

Utah
(4/1/2025)

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: 4/15/2021

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/4/2016

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: 12/28/2015

General Securities Representative Examination

Current Firm

TINGEY FINANCIAL GROUP INC.

CRD#: 334198 / SEC#:

Utah

Registered Investment Advisory firm - (3/3/2025 Approved)

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Contact information

Main Address

Salt Lake City, UT

Mailing Address

Phone number

(801) 718-9714

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Gregory S. Tingey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Stafford Tingey's CRS (Customer Relationship Summary).

Certified licenses

Experience

TINGEY FINANCIAL GROUP INC.

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/15/2021

Series 63

Date: 1/4/2016

SIE

Date: 10/1/2018

Series 7

Date: 12/28/2015

Current Firm

TINGEY FINANCIAL GROUP INC.

Contact information

Documents

Red Flags

Company Information

TINGEY FINANCIAL GROUP INC.

TRUST BUT VERIFY

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