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RIA / WealthAdvisordual registered (broker-dealer)17 years in industry

GREGORY SCOTT LESTER

Advisor at OSAIC WEALTH, INC.

Post Falls, ID

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Search this name across graphsid dfx:ria:2fa3dcb5-58ce-eecf-e4d8-a7d135f9c918

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jun 1, 2009 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: OSAIC WEALTH, INC.
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: May 29, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Exams: S66
First exam: May 29, 2009
First registration: Jun 1, 2009
Dual registered: yes, broker-dealer
Other names: GREG SCOTT LESTER
IAPD individual key: 5596604

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
OSAIC WEALTH, INC.	Bd affiliated wealth	Oct 1, 2025	n/a	yes	Post Falls, ID	Current employment
CROSS FINANCIAL ADVISORS	Independent wealth	Jun 29, 2017	Dec 5, 2025	no	PORTLAND, OR	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Oct 22, 2012	Dec 21, 2017	no	PORTLAND, OR\|PORTLAND, OR\|POST FALLS, ID	Previous registration
EDWARD JONES	National bd RIA	Jun 1, 2009	Jul 5, 2012	no	ST LOUIS, MO\|HILLSBORO, OR\|BEAVERTON, OR\|HILLSBORO, OR	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
CROSS FINANCIAL ADVISORS	OSAIC WEALTH, INC.	Dec 5, 2025	Oct 1, 2025	-65	Firm change after gap	RIA to ibd
LPL FINANCIAL LLC	CROSS FINANCIAL ADVISORS	Dec 21, 2017	Jun 29, 2017	-175	Firm change after gap	RIA to new firm
EDWARD JONES	LPL FINANCIAL LLC	Jul 5, 2012	Oct 22, 2012	109	Firm change	Other

Relationships

Registered with (4)

→ OSAIC WEALTH, INC.Registered adviserregistration: current employment
Oct 1, 2025 to presentfactForm ADV
→ CROSS FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Jun 29, 2017 to Dec 5, 2025factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Oct 22, 2012 to Dec 21, 2017factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Jun 1, 2009 to Jul 5, 2012factForm ADV

Dated events

Occurred
Dec 5, 2025
Advisor changed firm
Gregory Scott Lester left Cross Financial Advisors for Osaic Wealth, Inc. (registered 2025-10-01)
Form ADVobserved 6 days ago