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RIA / WealthAdvisorCertified Financial Planner31 years in industry

GEOFFREY HENRY OWEN

Advisor at FRONT PORCH FINANCIAL ADVISORY

CHARLOTTE, NC

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Search this name across graphsid dfx:ria:bc8820ea-b986-3966-efa9-108592d9973a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Feb 26, 2010 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: FRONT PORCH FINANCIAL ADVISORY
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 7, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Apr 7, 1995
First registration: Feb 26, 2010
Dual registered: no
Other names: GEOFFREY HENRY OWEN
IAPD individual key: 2573385

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
FRONT PORCH FINANCIAL ADVISORY	Independent wealth	Feb 2, 2021	n/a	yes	CHARLOTTE, NC	Current employment
GREERWALKER WEALTH LLC	Former SEC adviser	Sep 21, 2016	Feb 1, 2021	no	CHARLOTTE, NC	Previous registration
RAYMOND JAMES & ASSOCIATES, INC.	National bd RIA	Feb 13, 2013	Sep 8, 2016	no	CHARLOTTE, NC	Previous registration
MORGAN KEEGAN & COMPANY, LLC	Former SEC adviser	Aug 17, 2011	Feb 13, 2013	no	CHARLOTTE, NC	Previous registration
MORGAN STANLEY	Wirehouse	Feb 26, 2010	Aug 19, 2011	no	CHARLOTTE, NC	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
GREERWALKER WEALTH LLC	FRONT PORCH FINANCIAL ADVISORY	Feb 1, 2021	Feb 2, 2021	1	Firm change	RIA to RIA
RAYMOND JAMES & ASSOCIATES, INC.	GREERWALKER WEALTH LLC	Sep 8, 2016	Sep 21, 2016	13	Firm change	Other
MORGAN KEEGAN & COMPANY, LLC	RAYMOND JAMES & ASSOCIATES, INC.	Feb 13, 2013	Feb 13, 2013	0	Bulk transfer	Other
MORGAN STANLEY	MORGAN KEEGAN & COMPANY, LLC	Aug 19, 2011	Aug 17, 2011	-2	Firm change	Other

Relationships

Registered with (5)

→ FRONT PORCH FINANCIAL ADVISORYRegistered adviserregistration: current employment
Feb 2, 2021 to presentfactForm ADV
→ GREERWALKER WEALTH LLCRegistered adviserregistration: previous registration
Sep 21, 2016 to Feb 1, 2021factForm ADV
→ RAYMOND JAMES & ASSOCIATES, INC.Registered adviserregistration: previous registration
Feb 13, 2013 to Sep 8, 2016factForm ADV
→ MORGAN KEEGAN & COMPANY, LLCRegistered adviserregistration: previous registration
Aug 17, 2011 to Feb 13, 2013factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Feb 26, 2010 to Aug 19, 2011factForm ADV

Dated events

No dated event names this entity yet.