Bart Kendall Gregory is an investment adviser representative (IAR) with state registration records since 2007, appearing at 8 firms. Currently registered with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 2026-07-21 | present | Yes |
| LPL ENTERPRISE, LLC | 2025-11-17 | 2026-04-09 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2024-05-16 | 2025-10-13 | — |
| CREDIT UNION INVESTMENT SERVICES, INC. | 2023-05-09 | 2023-11-22 | — |
| VANGUARD ADVISERS, INC. | 2022-08-03 | 2023-04-25 | — |
| LPL FINANCIAL LLC | 2021-12-21 | 2022-08-01 | — |
| ALLSTATE FINANCIAL ADVISORS, LLC | 2015-08-26 | 2021-06-01 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2013-09-25 | 2014-01-02 | — |
| EDWARD D. JONES & CO., L.P. | 2007-01-23 | 2008-10-10 | — |