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RIA / WealthAdvisorCertified Financial Planner18 years in industry

MAREE P SGRO

Advisor at BG INVESTMENT SERVICES, LLC

HAGATNA

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Search this name across graphsid dfx:ria:bea3f646-3da2-9c39-15ac-dc4501f89ad2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Dec 10, 2008 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BG INVESTMENT SERVICES, LLC
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 3, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Mar 3, 2008
First registration: Dec 10, 2008
Dual registered: no
Other names: MAREE PELKEY|MAREE C PELKEY|MAREE C. PELKEY
IAPD individual key: 5247422

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BG INVESTMENT SERVICES, LLC	Mixed wealth	Feb 12, 2019	n/a	yes	Hagatna	Current employment
RAYMOND JAMES & ASSOCIATES, INC.	National bd RIA	Jan 3, 2017	Dec 31, 2017	no	MAITE\|Pasadena, CA	Previous registration
MORGAN STANLEY	Wirehouse	Apr 3, 2014	Nov 30, 2015	no	Hagatna	Previous registration
MONEY CONCEPTS ADVISORY SERVICE	Bd affiliated wealth	Apr 25, 2013	Feb 25, 2014	no	HAGATNA\|PALM BEACH GARDENS, FL\|PALM BEACH GARDENS, FL\|SAINT PETERS, MO	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Sep 7, 2011	no	PURCHASE, NY\|HAGATNA	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Dec 10, 2008	Jun 1, 2009	no	Hagatna	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
RAYMOND JAMES & ASSOCIATES, INC.	BG INVESTMENT SERVICES, LLC	Dec 31, 2017	Feb 12, 2019	408	Firm change after gap	Ibd to RIA
MORGAN STANLEY	RAYMOND JAMES & ASSOCIATES, INC.	Nov 30, 2015	Jan 3, 2017	400	Firm change	Wirehouse to ibd
MONEY CONCEPTS ADVISORY SERVICE	MORGAN STANLEY	Feb 25, 2014	Apr 3, 2014	37	Firm change	Other
MORGAN STANLEY	MONEY CONCEPTS ADVISORY SERVICE	Sep 7, 2011	Apr 25, 2013	596	Firm change after gap	Other
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other

Relationships

Registered with (5)

→ BG INVESTMENT SERVICES, LLCRegistered adviserregistration: current employment
Feb 12, 2019 to presentfactForm ADV
→ RAYMOND JAMES & ASSOCIATES, INC.Registered adviserregistration: previous registration
Jan 3, 2017 to Dec 31, 2017factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Apr 3, 2014 to Nov 30, 2015factForm ADV
→ MONEY CONCEPTS ADVISORY SERVICERegistered adviserregistration: previous registration
Apr 25, 2013 to Feb 25, 2014factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Dec 10, 2008 to Jun 1, 2009factForm ADV

Dated events

No dated event names this entity yet.