JAMES PETER GRECO is an investment adviser representative (IAR) with state registration records since 2009, appearing at 4 firms. Currently registered with LPL FINANCIAL LLC, CSI GROUP ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CSI GROUP ADVISORS, LLC | 2026-01-05 | present | Yes |
| LPL FINANCIAL LLC | 2023-01-30 | present | Yes |
| CSI ADVISORY GROUP, LTD | 2018-08-22 | 2023-03-24 | — |
| HARPER ASSOCIATES, LLC | 2009-03-12 | 2013-12-31 | — |