Michael Gregory is a registered investment advisor, based in Libertyville, IL, with 39 years of industry experience.
Location
Libertyville, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is involved in several business activities, including DBAs for his LPL business (Puzzle Wealth Solutions and Puzzle ICS), tax/investment entities (Gregory Campe Enterprises and Diamond Diversified), and co-ownership of real estate rental properties. He also owns Morgan's Bar & Grill, serves as a FINRA arbitrator, and provides investment advisory services through Gladstone Institutional Advisory, LLC, dedicating nearly full-time hours to the latter.
Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Brokerage Services, LLCBroker
Previous Registrations
Gladstone Wealth Partners
LPL Financial LLCBroker
Precise Investment Management, INC.
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Horwitz & Associates, INC.
Horwitz & Associates, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
UBS Financial Services INC.Broker
UBS Financial Services INC.
AXA Advisors, LLCBroker
AXA Advisors, LLC
AXA Advisors, LLC
AXA Advisors, LLCBroker
Oppenheimer Asset Management
Oppenheimer & CO. INC.Broker
Fahnestock Asset Management
Cibc World Markets CORP.
Cibc World Markets CORP.Broker
AXA Advisors, LLCBroker
Dean Witter Reynolds INC.Broker
State Registrations51 states
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