DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)31 years in industry

GREGORY ALLEN COVALT

Advisor at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Woodward,, OK

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:819c30d1-e270-abc4-127a-d0d7323be596

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Apr 25, 2000 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: CAMBRIDGE INVESTMENT RESEARCH ADVISORS, 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: Sep 18, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Sep 18, 1995
First registration: Apr 25, 2000
Dual registered: yes, broker-dealer
Other names: GREG COVALT
IAPD individual key: 2646243

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
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Mar 1, 2022	n/a	yes	Woodward,, OK	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Nov 29, 2017	Apr 1, 2022	no	WOODWARD, OK	Previous registration
INVESTMENT CENTERS OF AMERICA, INC.	Former SEC adviser	Sep 6, 2011	Nov 29, 2017	no	WOODWARD, OK\|BISMARCK, ND	Previous registration
UVEST FINANCIAL SERVICES GROUP, INC.	n/a	Sep 6, 2007	Sep 8, 2011	no	CHARLOTTE, NC\|WOODWARD, OK\|WOODWARD, OK\|WOODWARD, OK\|WOODWARD, OK\|WOODWARD, OK	Previous registration
CETERA INVESTMENT SERVICES LLC	Former SEC adviser	Apr 25, 2000	Sep 4, 2007	no	WOODWARD, OK\|WOODWARD, OK\|WOODWARD, 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
LPL FINANCIAL LLC	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Apr 1, 2022	Mar 1, 2022	-31	Firm change after gap	RIA to ibd
INVESTMENT CENTERS OF AMERICA, INC.	LPL FINANCIAL LLC	Nov 29, 2017	Nov 29, 2017	0	Bulk transfer	Other
UVEST FINANCIAL SERVICES GROUP, INC.	INVESTMENT CENTERS OF AMERICA, INC.	Sep 8, 2011	Sep 6, 2011	-2	Firm change	Other
CETERA INVESTMENT SERVICES LLC	UVEST FINANCIAL SERVICES GROUP, INC.	Sep 4, 2007	Sep 6, 2007	2	Firm change	Other

Relationships

Registered with (5)

→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: current employment
Mar 1, 2022 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Nov 29, 2017 to Apr 1, 2022factForm ADV
→ INVESTMENT CENTERS OF AMERICA, INC.Registered adviserregistration: previous registration
Sep 6, 2011 to Nov 29, 2017factForm ADV
→ UVEST FINANCIAL SERVICES GROUP, INC.Registered adviserregistration: previous registration
Sep 6, 2007 to Sep 8, 2011factForm ADV
→ CETERA INVESTMENT SERVICES LLCRegistered adviserregistration: previous registration
Apr 25, 2000 to Sep 4, 2007factForm ADV

Dated events

Occurred
Apr 1, 2022
Advisor changed firm
Gregory Allen Covalt left Lpl Financial Llc for Cambridge Investment Research Advisors, Inc. (registered 2022-03-01)
Form ADVobserved 5 days ago