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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)33 years in industry

GREG LAURENCE COBURN

Advisor at LPL FINANCIAL LLC

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:893bd6df-497a-a6af-3fe9-d8b595ba47ee

Data as of Sep 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Apr 5, 2007 to Sep 16, 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: May 26, 1993earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 9
Designations: Certified Financial Planner
Exams: S63|S65
First exam: May 26, 1993
First registration: Apr 5, 2007
Dual registered: yes, broker-dealer
IAPD individual key: 2349925

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	Jul 19, 2023	n/a	yes	BURLINGAME, CA\|CARMICHAEL, CA\|CHICO, CA\|DUBLIN, CA\|ELLENSBURG, WA\|FREMONT, CA\|KENNEWICK, WA\|MARTINEZ, CA\|MENLO PARK, CA\|NOVATO, CA\|ONTARIO, OR\|ORINDA, CA\|PALO ALTO, CA\|PASCO, WA\|PENDLETON, OR\|PORTLAND, OR\|ROSEVILLE, CA\|SAN FRANCISCO, CA\|SAN JOSE, CA\|SAN JOSE, CA\|SAN RAMON, CA\|SANTA CRUZ, CA\|SARATOGA, CA\|SEATTLE, WA\|SUNNYVALE, CA\|TACOMA, WA\|THE DALLES, OR\|WALNUT CREEK, CA\|WOODLAND, CA	Current employment
BANCWEST INVESTMENT SERVICES, INC. (BWIS)	Former SEC adviser	Jul 6, 2016	Jul 19, 2023	no	PLEASANTON, CA\|SAN RAMON, CA\|LOS ANGELES, CA\|DUBLIN, CA\|CONCORD, CA\|WALNUT CREEK, CA\|PINOLE, CA\|OAKLAND, CA\|OAKLAND, CA\|EL CERRITO, CA\|BERKELEY, CA\|LIVERMORE, CA\|BRENTWOOD, CA\|San Ramon, CA\|DENVER, CO\|WALNUT CREEK, CA\|CARMICHAEL, CA\|ROHNERT PARK, CA\|SILVERTHORNE, CO\|SAN JOSE, CA\|AURORA, CO\|DENVER, CO\|DANVILLE, CA\|WOODLAND, CA\|SALIDA, CO\|LITTLETON, CO\|CITRUS HEIGHTS, CA\|LOS ALTOS, CA\|SACRAMENTO, CA\|PATTERSON, CA\|DENVER, CO\|FRISCO, CO\|SACRAMENTO, CA\|MT. CRESTED BUTTE, CO\|KREMMLING, CO\|SEATTLE, WA\|OAKLAND, CA\|AURORA, CO\|SACRAMENTO, CA\|AUBURN, CA\|SACRAMENTO, CA\|ELK GROVE, CA\|SAN JOSE, CA\|SAN MATEO, CA\|BOULDER, CO\|SARATOGA, CA\|FOLSOM, CA\|AURORA, CO\|DENVER, CO\|GRASS VALLEY, CA\|ROSEVILLE, CA\|WALNUT CREEK, CA\|SAN RAMON, CA\|LAKEWOOD, CO\|CONIFER, CO\|EVERGREEN, CO\|GOLDEN, CO\|EVERGREEN, CO\|DENVER, CO\|WHEAT RIDGE, CO\|LOUISVILLE, CO\|ARVADA, CO\|ARVADA, CO\|CENTENNIAL, CO\|TEMPE, AZ\|NORTHGLENN, CO\|LITTLETON, CO\|LYONS, CO\|GREENWOOD VILLAGE, CO\|CENTENNIAL, CO\|SAN JOSE, CA\|LOS ALTOS, CA\|SAN FRANCISCO, CA	Previous registration
ADVICE AND PLANNING SERVICES	Bd affiliated wealth	Apr 5, 2007	Oct 15, 2015	no	SAN FRANCISCO, CA\|PASADENA, 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
BANCWEST INVESTMENT SERVICES, INC. (BWIS)	LPL FINANCIAL LLC	Jul 19, 2023	Jul 19, 2023	0	Bulk transfer	Ibd to ibd
ADVICE AND PLANNING SERVICES	BANCWEST INVESTMENT SERVICES, INC. (BWIS)	Oct 15, 2015	Jul 6, 2016	265	Firm change	Other

Relationships

Registered with (3)

→ LPL FINANCIAL LLCRegistered adviserregistration: current employment
Jul 19, 2023 to presentfactForm ADV
→ BANCWEST INVESTMENT SERVICES, INC. (BWIS)Registered adviserregistration: previous registration
Jul 6, 2016 to Jul 19, 2023factForm ADV
→ ADVICE AND PLANNING SERVICESRegistered adviserregistration: previous registration
Apr 5, 2007 to Oct 15, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:893bd6df-497a-a6af-3fe9-d8b595ba47ee
First observed: Apr 5, 2007
Last observed: Sep 16, 2026 4 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

GREG LAURENCE COBURN

Advisor at LPL FINANCIAL LLC

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:893bd6df-497a-a6af-3fe9-d8b595ba47ee

Data as of Sep 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:51 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

LPL FINANCIAL LLC

Bd affiliated wealth

Jul 19, 2023

n/a

yes

Current employment

BANCWEST INVESTMENT SERVICES, INC. (BWIS)

Former SEC adviser

Jul 6, 2016

Jul 19, 2023

Previous registration

ADVICE AND PLANNING SERVICES

Bd affiliated wealth

Apr 5, 2007

Oct 15, 2015

SAN FRANCISCO, CA|PASADENA, CA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

BANCWEST INVESTMENT SERVICES, INC. (BWIS)

LPL FINANCIAL LLC

Jul 19, 2023

Bulk transfer

Ibd to ibd

ADVICE AND PLANNING SERVICES

BANCWEST INVESTMENT SERVICES, INC. (BWIS)

Oct 15, 2015

Jul 6, 2016

265

Firm change

Other