Gregory Weimer has been Chief Executive Officer and Chair of Confluence Wealth Services since February 2021, is a control person of the firm and directly owns under 5% of it.
Confluence Wealth Services, LLC is a McMurray, PA firm with $7.81B under management, 5,228 clients and 39 advisers across 9 offices, as of its September 2026 filing.
Gregory Weimer’s longest registration was 6 years at Raymond James Financial Services Advisors, Inc (2015–2021). Before joining Confluence Wealth Services in 2021, Gregory Weimer was registered through Raymond James Financial Services Advisors, Inc and Wells Fargo Advisors Financial Network, LLC.
- Raymond James Financial Services Advisors, Inc– · 6 yearsPittsburgh, PA · Adviser representative · Firm CRD 149018
- Wells Fargo Advisors Financial Network, LLC– · 1 yearPittsburgh, PA · Adviser representative · Firm CRD 11025
Investment adviser representative registrations
Gregory Weimer is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from July 2021; the most recent is Florida, in February 2024.
- FloridaSince 17 February 2024
- PennsylvaniaSince 6 July 2021
- TexasResidentSince 29 October 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 30 July 2014 |
| Series 65 | Uniform Investment Adviser Law Examination | 8 November 2013 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 4 February 1994 |
| Series 63 | Uniform Securities Agent State Law Examination | 30 July 1986 |
| Series 7 | General Securities Representative Examination | 19 July 1986 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Gregory Joseph Weimer
- CRD
- 1528413
- Firm
- Confluence Wealth Services · CRD 311980
- Role
- Chief Executive Officer and Chair
- Registration
- Investment adviser registration
- In the industry since
- November 1987
- Disciplinary history
- Not yet shown here · SEC record
Where does Gregory Weimer work?
Gregory Weimer has been Chief Executive Officer and Chair of Confluence Wealth Services, LLC since February 2021, and is a control person of the firm.
Is Gregory Weimer a financial advisor?
Yes. Gregory Weimer has a current investment-adviser registration in Florida, Pennsylvania and Texas, through Confluence Wealth Services since July 2021.
How many years of experience does Gregory Weimer have?
Gregory Weimer has 38 years in the financial industry, since November 1987, across 3 adviser firms.
What exams has Gregory Weimer passed?
Gregory Weimer has passed 5 licensing exams: the Series 7, Series 63, Series 26, Series 65 and Series 24. The earliest, the Series 7, was passed in July 1986. FINRA credited Gregory Weimer with the SIE, which began in October 2018.
Where did Gregory Weimer work before Confluence Wealth Services?
Before Confluence Wealth Services, Gregory Weimer was registered through Wells Fargo Advisors Financial Network, LLC, November 2013 to May 2015.
Is Gregory Weimer registered with FINRA?
No. Gregory Weimer has no current broker registration.
How can I verify Gregory Weimer’s record?
Search CRD 1528413 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gregory Weimer’s full registration record.
