GJ
Gregory Joseph Weimer
CRD 1528413
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Confluence Wealth Services, Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Confluence Wealth Services, Inc.
Chief Executive Officer And Chair · Less than 5% · Dec 2024
-
Confluence Wealth Services, Inc.
Shareholder · 50% – 75% · Dec 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗