DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)46 years in industry

Gregory Drew Vacca

Advisor at LPL FINANCIAL LLC

Scottsdale, AZ | FOLSOM, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1bd0a092-5d6a-4f8b-a057-b00163befa79

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Nov 7, 2005 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: LPL FINANCIAL LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 1980earliest registration or exam on IAPD
Years in industry: 46derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S63
First exam: May 20, 1997
First registration: Nov 7, 2005
Dual registered: yes, broker-dealer
Other names: GREG VACCA
IAPD individual key: 1628769

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
LPL FINANCIAL LLC	Bd affiliated wealth	Sep 1, 2026	n/a	yes	Scottsdale, AZ\|FOLSOM, CA	Current employment
MONEY CONCEPTS ADVISORY SERVICE	Bd affiliated wealth	Apr 9, 2020	Jun 29, 2026	no	PALM BEACH GARDENS, FL\|Newport Coast, CA\|Newport Coast, CA\|PALM BEACH GARDENS, FL\|SCOTTSDALE, AZ	Previous registration
CUSO FINANCIAL SERVICES, L.P.	Former SEC adviser	Jul 26, 2018	Oct 23, 2019	no	Fairfield, CA\|SAN DIEGO, CA	Previous registration
SORRENTO PACIFIC FINANCIAL, LLC	Former SEC adviser	May 31, 2016	Oct 23, 2019	no	FAIRFIELD, CA	Previous registration
SAVEDAILY.COM, INC.	Former SEC adviser	Jul 12, 2011	May 31, 2016	no	SEAL BEACH, CA	Previous registration
U.S. BANCORP INVESTMENTS, INC.	Former SEC adviser	Dec 4, 2009	May 19, 2011	no	Newport Beach, CA\|Claremont, CA	Previous registration
UVEST FINANCIAL SERVICES GROUP, INC.	n/a	Nov 7, 2005	May 2, 2006	no	NEWPORT COAST, CA\|NEWPORT COAST, CA	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
MONEY CONCEPTS ADVISORY SERVICE	LPL FINANCIAL LLC	Jun 29, 2026	Sep 1, 2026	64	Firm change	Ibd to ibd
SORRENTO PACIFIC FINANCIAL, LLC	CUSO FINANCIAL SERVICES, L.P.	Oct 23, 2019	Jul 26, 2018	-454	Channel change	Ibd to ibd
CUSO FINANCIAL SERVICES, L.P.	MONEY CONCEPTS ADVISORY SERVICE	Oct 23, 2019	Apr 9, 2020	169	Firm change	Ibd to ibd
SAVEDAILY.COM, INC.	SORRENTO PACIFIC FINANCIAL, LLC	May 31, 2016	May 31, 2016	0	Firm change	Other
U.S. BANCORP INVESTMENTS, INC.	SAVEDAILY.COM, INC.	May 19, 2011	Jul 12, 2011	54	Firm change	Other
UVEST FINANCIAL SERVICES GROUP, INC.	U.S. BANCORP INVESTMENTS, INC.	May 2, 2006	Dec 4, 2009	1,312	Firm change after gap	Other

Relationships

Registered with (7)

→ LPL FINANCIAL LLCRegistered adviserregistration: current employment
Sep 1, 2026 to presentfactForm ADV
→ MONEY CONCEPTS ADVISORY SERVICERegistered adviserregistration: previous registration
Apr 9, 2020 to Jun 29, 2026factForm ADV
→ SORRENTO PACIFIC FINANCIAL, LLCRegistered adviserregistration: previous registration
May 31, 2016 to Oct 23, 2019factForm ADV
→ CUSO FINANCIAL SERVICES, L.P.Registered adviserregistration: previous registration
Jul 26, 2018 to Oct 23, 2019factForm ADV
→ SAVEDAILY.COM, INC.Registered adviserregistration: previous registration
Jul 12, 2011 to May 31, 2016factForm ADV
→ U.S. BANCORP INVESTMENTS, INC.Registered adviserregistration: previous registration
Dec 4, 2009 to May 19, 2011factForm ADV
→ UVEST FINANCIAL SERVICES GROUP, INC.Registered adviserregistration: previous registration
Nov 7, 2005 to May 2, 2006factForm ADV

Dated events

Occurred
Jun 29, 2026
Advisor changed firm
Gregory Drew Vacca left Money Concepts Advisory Service for Lpl Financial Llc (registered 2026-09-01)
Form ADVobserved 4 days ago