NICHOLAS LOBERG is an investment adviser representative (IAR) with state registration records since 2020, appearing at 6 firms. Currently registered with GREYSTONE FINANCIAL GROUP, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| GREYSTONE FINANCIAL GROUP, LLC | 2026-04-24 | present | Yes |
| CONCORDE ASSET MANAGEMENT, LLC | 2024-07-12 | 2026-03-20 | — |
| SPECTRUM FINANCIAL RESOURCES | 2022-09-21 | 2024-06-26 | — |
| UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | 2022-05-23 | 2022-05-24 | — |
| CORECAP ADVISORS | 2021-01-28 | 2022-05-05 | — |
| HARBOR LIGHT PLANNING, LLC | 2020-02-10 | 2020-12-03 | — |