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RIA / WealthAdvisorPersonal Financial Specialistdual registered (broker-dealer)45 years in industry

GREGORY JAMES WEISHEIT

Advisor at GJW INVESTMENT ADVISER LLC

MEDINA, OH

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:10 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jul 31, 2003 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: GJW INVESTMENT ADVISER LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 1, 1980earliest registration or exam on IAPD
Years in industry: 45derivedfrom the industry start date
Years at current firm: 21derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Personal Financial Specialist
Exams: S65|S63
First exam: Aug 6, 2001
First registration: Jul 31, 2003
Dual registered: yes, broker-dealer
IAPD individual key: 3275372

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
GJW INVESTMENT ADVISER LLC	State registered	Aug 24, 2005	n/a	yes	MEDINA, OH\|MEDINA, OH	Current employment
1ST GLOBAL ADVISORS INC	Former SEC adviser	Dec 17, 2004	Dec 31, 2005	no	MEDINA, OH	Previous registration
MONY SECURITIES CORPORATION	n/a	Dec 2, 2003	Dec 17, 2004	no	NEW YORK, NY	Previous registration
TRUSTED SECURITIES ADVISORS CORP.	n/a	Jul 31, 2003	Dec 2, 2003	no	MEDINA, OH	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
1ST GLOBAL ADVISORS INC	GJW INVESTMENT ADVISER LLC	Dec 31, 2005	Aug 24, 2005	-129	Firm change after gap	Other
MONY SECURITIES CORPORATION	1ST GLOBAL ADVISORS INC	Dec 17, 2004	Dec 17, 2004	0	Firm change	Other
TRUSTED SECURITIES ADVISORS CORP.	MONY SECURITIES CORPORATION	Dec 2, 2003	Dec 2, 2003	0	Firm change	Other

Relationships

Registered with (4)

→ GJW INVESTMENT ADVISER LLCRegistered adviserregistration: current employment
Aug 24, 2005 to presentfactForm ADV
→ 1ST GLOBAL ADVISORS INCRegistered adviserregistration: previous registration
Dec 17, 2004 to Dec 31, 2005factForm ADV
→ MONY SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Dec 2, 2003 to Dec 17, 2004factForm ADV
→ TRUSTED SECURITIES ADVISORS CORP.Registered adviserregistration: previous registration
Jul 31, 2003 to Dec 2, 2003factForm ADV

Dated events

No dated event names this entity yet.