DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner29 years in industry

TERRI ANN MCGRAY

Advisor at LONGEVITY CAPITAL MANAGEMENT

THOUSAND OAKS, CA

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:c339d6a1-189a-c0d2-7ec6-9678c85fa42d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Aug 10, 2007 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: LONGEVITY CAPITAL MANAGEMENT
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: Aug 25, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63
First exam: Aug 25, 1997
First registration: Aug 10, 2007
Dual registered: no
Other names: TERRI ANN GAGLIANO|TERRI A GAGLIANO|TERRI ANN CORBETT|TERRI MCGRAY
IAPD individual key: 1906340

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
LONGEVITY CAPITAL MANAGEMENT	Independent wealth	Dec 1, 2023	n/a	yes	THOUSAND OAKS, CA	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Sep 19, 2018	Dec 12, 2023	no	THOUSAND OAKS, CA\|THOUSAND OAKS, CA\|SAN DIEGO, CA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jan 3, 2011	Sep 21, 2018	no	WESTLAKE VILLAGE, CA	Previous registration
WELLS FARGO INVESTMENTS, LLC	n/a	Sep 8, 2010	Jan 3, 2011	no	WESTLAKE VILLAGE, CA	Previous registration
EDWARD JONES	National bd RIA	Aug 10, 2007	Sep 9, 2010	no	Burbank, CA\|THOUSAND OAKS, 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
LPL FINANCIAL LLC	LONGEVITY CAPITAL MANAGEMENT	Dec 12, 2023	Dec 1, 2023	-11	Firm change	Ibd to new firm
WELLS FARGO ADVISORS	LPL FINANCIAL LLC	Sep 21, 2018	Sep 19, 2018	-2	Firm change	Wirehouse to RIA
WELLS FARGO INVESTMENTS, LLC	WELLS FARGO ADVISORS	Jan 3, 2011	Jan 3, 2011	0	Bulk transfer	Other
EDWARD JONES	WELLS FARGO INVESTMENTS, LLC	Sep 9, 2010	Sep 8, 2010	-1	Firm change	Other

Relationships

Registered with (5)

→ LONGEVITY CAPITAL MANAGEMENTRegistered adviserregistration: current employment
Dec 1, 2023 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Sep 19, 2018 to Dec 12, 2023factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jan 3, 2011 to Sep 21, 2018factForm ADV
→ WELLS FARGO INVESTMENTS, LLCRegistered adviserregistration: previous registration
Sep 8, 2010 to Jan 3, 2011factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Aug 10, 2007 to Sep 9, 2010factForm ADV

Dated events

Occurred
Dec 12, 2023
Advisor changed firm
Terri Ann Mcgray left Lpl Financial Llc for Longevity Capital Management (registered 2023-12-01)
Form ADVobserved 6 days ago