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.

Current firm

GREYSTONE FINANCIAL & ESTATE SERVICES, INC.

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

Jul 1, 1997earliest registration or exam on IAPD

Years in industry

29derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66

First exam

May 5, 2015

First registration

May 5, 2015

Dual registered

no

Other names

CLEONA LYNN PRICE|CLEO HERNANDEZ|CLEO PRICE|CLEONA LYNN PRICE

IAPD individual key

2061426

• Occurred

  May 2, 2022
  Advisor changed firm

  Cleona Lynn Hernandez left Securities America Advisors, Inc. for Greystone Financial & Estate Services, Inc. (registered 2022-04-28)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:be9f12d2-d17c-52b6-af2b-897fab8827a3

First observed

May 5, 2015

Last observed

Sep 14, 2026 6 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.