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Gregory Joseph Weimer

Chief Executive Officer And ChairConfluence Wealth Services, Inc.CRD 1528413

About Gregory Joseph Weimer

Gregory Joseph Weimer is listed as Chief Executive Officer And Chair at Confluence Wealth Services, Inc. in McMurray, PA. Form ADV reports a beneficial ownership band of Under 5%. Gregory Joseph Weimer is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Confluence Wealth Services, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Gregory Joseph Weimer work?

Gregory Joseph Weimer is listed as Chief Executive Officer And Chair at Confluence Wealth Services, Inc. on SEC Form ADV.

How much of Confluence Wealth Services, Inc. does Gregory Joseph Weimer own?

Form ADV reports a beneficial ownership band of Under 5%.

Confluence Wealth Services, Inc.

TitleChief Executive Officer And Chair
OwnershipUnder 5%
Control personYes
Since2021
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Confluence Wealth Services, Inc.

TitleShareholder
OwnershipOver 75%
Control personYes
Since2013
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