Brad Gregory has been an investment adviser representative at G2 Capital Management since July 2022, and is not listed among the firm’s executive officers or direct owners.
G2 Capital Management, LLC is a Columbus, OH firm with $757M under management, 107 clients and 5 advisers in one office, as of its March 2026 filing.
Brad Gregory’s longest registration was 6 years at Buckingham Capital Management, Inc. (2016–2022). Before joining G2 Capital Management in 2022, Brad Gregory was registered through Buckingham Capital Management, Inc.
- G2 Capital Management, LLCCurrent– present · 4 yearsColumbus, OH · Adviser representative · Firm CRD 286521
- Buckingham Capital Management, Inc.– · 6 yearsDayton, OH · Adviser representative · Firm CRD 117984
Investment adviser representative registrations
Brad Gregory is registered as an investment adviser representative in Ohio, as a resident of Ohio, since July 2022.
- OhioResidentSince 22 July 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 21 March 2016 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Brad Thomas Gregory
- CRD
- 6604216
- Firm
- G2 Capital Management · CRD 286521
- Office
- 1600 WEST LANE AVENUE, SUITE 270, Columbus, OH 43221
- Registration
- Investment adviser registration
- In the industry since
- April 2016
- Disciplinary history
- Not yet shown here · SEC record
Where does Brad Gregory work?
Brad Gregory is an investment adviser representative registered through G2 Capital Management, LLC since July 2022, and is not listed among the firm’s executive officers or direct owners.
Is Brad Gregory a financial advisor?
Yes. Brad Gregory has a current investment-adviser registration in Ohio, through G2 Capital Management since July 2022.
How many years of experience does Brad Gregory have?
Brad Gregory has 10 years in the financial industry, since April 2016, across 2 adviser firms.
What exams has Brad Gregory passed?
Brad Gregory passed the Series 65 in March 2016.
Where did Brad Gregory work before G2 Capital Management?
Before G2 Capital Management, Brad Gregory was registered through Buckingham Capital Management, Inc., March 2016 to June 2022.
Where is Brad Gregory based?
Brad Gregory’s registered office is in Columbus, OH.
Is Brad Gregory registered with FINRA?
No. Brad Gregory has no current broker registration.
How can I verify Brad Gregory’s record?
Search CRD 6604216 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brad Gregory’s full registration record.
