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RIA / WealthAdvisorCertified Financial Planner23 years in industry

Gregory A Myers

Advisor at FINANCIAL PARTNERS, LLC

SANTA FE, NM

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Search this name across graphsid dfx:ria:18b4adc6-fb30-cb2d-8d9e-194e4c438a25

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Mar 2, 2007 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: FINANCIAL PARTNERS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 8, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Apr 8, 2003
First registration: Mar 2, 2007
Dual registered: no
Other names: Greg Adam Myers|Gregory Adam Myers|GREGORY MYERS|Greg Myers
IAPD individual key: 4625574

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
FINANCIAL PARTNERS, LLC	Independent wealth	Mar 8, 2024	n/a	yes	SANTA FE, NM	Current employment
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Dec 14, 2022	Feb 8, 2024	no	AUSTIN, TX	Previous registration
PNC WEALTH MANAGEMENT	Bd affiliated wealth	Aug 18, 2021	Oct 19, 2022	no	AUSTIN, TX\|AUSTIN, TX\|LAKEWAY, TX\|BEE CAVE, TX\|Rio Rancho, NM\|ALBUQUERQUE, NM\|ALBUQUERQUE, NM\|ALBUQUERQUE, NM	Previous registration
PNC MANAGED ACCOUNT SOLUTIONS, INC.	Former SEC adviser	Apr 30, 2021	Aug 17, 2021	no	Bernalillo, NM	Previous registration
SCHWAB WEALTH ADVISORY, INC.	No RAUM reported	Jan 3, 2012	Oct 17, 2013	no	PHOENIX, AZ	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Mar 2, 2007	Jan 2, 2020	no	PHOENIX, AZ\|Phoenix, AZ\|Santa Fe, NM\|Scottsdale, AZ\|Albuquerque, NM\|Scottsdale, AZ\|Albuquerque, NM\|Oklahoma City, OK	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
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	FINANCIAL PARTNERS, LLC	Feb 8, 2024	Mar 8, 2024	29	Firm change	Wirehouse to RIA
PNC WEALTH MANAGEMENT	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Oct 19, 2022	Dec 14, 2022	56	Firm change	Ibd to wirehouse
PNC MANAGED ACCOUNT SOLUTIONS, INC.	PNC WEALTH MANAGEMENT	Aug 17, 2021	Aug 18, 2021	1	Bulk transfer	Ibd to ibd
CHARLES SCHWAB & CO., INC.	SCHWAB WEALTH ADVISORY, INC.	Jan 2, 2020	Jan 3, 2012	-2,921	Channel change	Other
SCHWAB WEALTH ADVISORY, INC.	PNC MANAGED ACCOUNT SOLUTIONS, INC.	Oct 17, 2013	Apr 30, 2021	2,752	Firm change after gap	Other

Relationships

Registered with (6)

→ FINANCIAL PARTNERS, LLCRegistered adviserregistration: current employment
Mar 8, 2024 to presentfactForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Dec 14, 2022 to Feb 8, 2024factForm ADV
→ PNC WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Aug 18, 2021 to Oct 19, 2022factForm ADV
→ PNC MANAGED ACCOUNT SOLUTIONS, INC.Registered adviserregistration: previous registration
Apr 30, 2021 to Aug 17, 2021factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Mar 2, 2007 to Jan 2, 2020factForm ADV
→ SCHWAB WEALTH ADVISORY, INC.Registered adviserregistration: previous registration
Jan 3, 2012 to Oct 17, 2013factForm ADV

Dated events

Occurred
Feb 8, 2024
Advisor changed firm
Gregory A Myers left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Financial Partners, Llc (registered 2024-03-08)
Form ADVobserved 4 days ago
Occurred
Oct 19, 2022
Advisor changed firm
Gregory A Myers left Pnc Wealth Management for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2022-12-14)
Form ADVobserved 4 days ago