Gregory Weimer has been President of Confluence Wealth Services since February 2024, 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 is the current one, 5 years at Confluence Wealth Services since 2021. Before joining Confluence Wealth Services in 2021, Gregory Weimer was registered through Raymond James Financial Services Advisors, Inc.
- – present · 5 yearsMcMurray, PA · Adviser representative · Firm CRD 311980
- Raymond James Financial Services Advisors, Inc– · 1 yearCanonsburg, PA · Adviser representative · Firm CRD 149018
Investment adviser representative registrations
Gregory Weimer is registered as an investment adviser representative in 2 states. The first approvals date from July 2021; the most recent is Texas, in October 2021.
- PennsylvaniaSince 2 July 2021
- TexasSince 29 October 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 25 July 2019 |
| Series 7TO | General Securities Representative Examination | 7 June 2019 |
| SIE | Securities Industry Essentials Examination | 3 May 2019 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Gregory Joseph Weimer
- CRD
- 7116190
- Firm
- Confluence Wealth Services · CRD 311980
- Role
- President
- Office
- 732 E MCMURRAY RD, McMurray, PA 15317
- Registration
- Investment adviser registration
- In the industry since
- June 2019
- Disciplinary history
- Not yet shown here · SEC record
Where does Gregory Weimer work?
Gregory Weimer has been President of Confluence Wealth Services, LLC since February 2024, and is a control person of the firm.
Is Gregory Weimer a financial advisor?
Yes. Gregory Weimer has a current investment-adviser registration in Pennsylvania and Texas, through Confluence Wealth Services since July 2021.
How many years of experience does Gregory Weimer have?
Gregory Weimer has 7 years in the financial industry, since June 2019, across 2 adviser firms.
What exams has Gregory Weimer passed?
Gregory Weimer has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in May 2019.
Where is Gregory Weimer based?
Gregory Weimer’s registered office is in McMurray, PA.
Is Gregory Weimer registered with FINRA?
No. Gregory Weimer has no current broker registration.
How can I verify Gregory Weimer’s record?
Search CRD 7116190 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gregory Weimer’s full registration record.
