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RIA / WealthAdvisorCertified Financial Planner15 years in industry

Gurvir Singh Grewal

Advisor at ALLWORTH FINANCIAL, L.P.

SACRAMENTO, CA | FOLSOM, CA

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Search this name across graphsid dfx:ria:9a8559cb-cc28-04bd-2636-2da311ff132b

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
On other graphs: 0
Observed: May 8, 2013 to Sep 15, 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: ALLWORTH FINANCIAL, L.P.
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 7, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom 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: S65|S63
First exam: Sep 7, 2011
First registration: May 8, 2013
Dual registered: no
Other names: GURVIR GREWAL|Gary Grewal|Gurvir Singh Grewal
IAPD individual key: 5921004

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
ALLWORTH FINANCIAL, L.P.	Bd affiliated wealth	Jun 13, 2024	n/a	yes	SACRAMENTO, CA\|FOLSOM, CA	Current employment
MERCER GLOBAL ADVISORS INC.	Independent wealth	Jun 27, 2023	Jul 26, 2023	no	DENVER, CO\|Walnut Creek, CA	Previous registration
Pattern	Former SEC adviser	Feb 23, 2023	Apr 14, 2023	no	Livingston, TX\|PORTLAND, OR	Previous registration
Facet	Independent wealth	Apr 8, 2020	Mar 2, 2023	no	WEST PALM BEACH, FL\|Denver, CO\|Chattanooga, TN	Previous registration
ADVICE AND PLANNING SERVICES	Bd affiliated wealth	Dec 9, 2015	Apr 25, 2020	no	DENVER, CO\|Glendale, CO	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	May 8, 2013	Apr 4, 2014	no	Roseville, CA\|ROCKLIN, 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
MERCER GLOBAL ADVISORS INC.	ALLWORTH FINANCIAL, L.P.	Jul 26, 2023	Jun 13, 2024	323	Firm change	RIA to ibd
Pattern	MERCER GLOBAL ADVISORS INC.	Apr 14, 2023	Jun 27, 2023	74	Firm change	Other
Facet	Pattern	Mar 2, 2023	Feb 23, 2023	-7	Firm change	RIA to new firm
ADVICE AND PLANNING SERVICES	Facet	Apr 25, 2020	Apr 8, 2020	-17	Firm change	Ibd to RIA
MML INVESTORS SERVICES, LLC	ADVICE AND PLANNING SERVICES	Apr 4, 2014	Dec 9, 2015	614	Firm change after gap	Other

Relationships

Registered with (6)

→ ALLWORTH FINANCIAL, L.P.Registered adviserregistration: current employment
Jun 13, 2024 to presentfactForm ADV
→ MERCER GLOBAL ADVISORS INC.Registered adviserregistration: previous registration
Jun 27, 2023 to Jul 26, 2023factForm ADV
→ PATTERNRegistered adviserregistration: previous registration
Feb 23, 2023 to Apr 14, 2023factForm ADV
→ FACETRegistered adviserregistration: previous registration
Apr 8, 2020 to Mar 2, 2023factForm ADV
→ ADVICE AND PLANNING SERVICESRegistered adviserregistration: previous registration
Dec 9, 2015 to Apr 25, 2020factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
May 8, 2013 to Apr 4, 2014factForm ADV

Dated events

Occurred
Jul 26, 2023
Advisor changed firm
Gurvir Singh Grewal left Mercer Global Advisors Inc. for Allworth Financial, L.P. (registered 2024-06-13)
Form ADVobserved 6 days ago
Occurred
Apr 14, 2023
Advisor changed firm
Gurvir Singh Grewal left Pattern for Mercer Global Advisors Inc. (registered 2023-06-27)
Form ADVobserved 6 days ago
Occurred
Mar 2, 2023
Advisor changed firm
Gurvir Singh Grewal left Facet for Pattern (registered 2023-02-23)
Form ADVobserved 6 days ago