# JAMES PETER GRECO

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.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CSI GROUP ADVISORS, LLC](https://search.stillhousedata.com/firm/338012) | 2026-01-05 | present | Yes |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2023-01-30 | present | Yes |
| [CSI ADVISORY GROUP, LTD](https://search.stillhousedata.com/firm/291766) | 2018-08-22 | 2023-03-24 | — |
| [HARPER ASSOCIATES, LLC](https://search.stillhousedata.com/firm/113380) | 2009-03-12 | 2013-12-31 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5632923)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5632923.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.