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RIA / WealthAdvisorChartered Financial Consultantdual registered (broker-dealer)37 years in industry

Gregory Henry Marchand

Advisor at MONEY CONCEPTS ADVISORY SERVICE

Hobe Sound, FL | PALM BEACH GARDENS, FL | Wethersfield, CT | Webster, MA

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:cae91a8d-f166-7f02-3247-49c28dcaeea6

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: May 3, 2012 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: MONEY CONCEPTS ADVISORY SERVICE
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: Apr 18, 1989earliest registration or exam on IAPD
Years in industry: 37derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Chartered Financial Consultant
Exams: S65|S63
First exam: Apr 18, 1989
First registration: May 3, 2012
Dual registered: yes, broker-dealer
Other names: GREG MARCHAND|GREGORY HENRY MARCHAND|GREGORY MARCHAND
IAPD individual key: 1923915

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
MONEY CONCEPTS ADVISORY SERVICE	Bd affiliated wealth	Jun 12, 2024	n/a	yes	PALM BEACH GARDENS, FL\|PALM BEACH GARDENS, FL\|Webster, MA\|Wethersfield, CT\|Hobe Sound, FL	Current employment
KESTRA ADVISORY SERVICES, LLC	Bd affiliated wealth	Mar 26, 2018	May 30, 2024	no	WORCESTER, MA\|AUSTIN, TX\|Webster, MA	Previous registration
ON INVESTMENT MANAGEMENT CO	Bd affiliated wealth	Apr 5, 2016	Mar 26, 2018	no	Worcester, MA	Previous registration
ON INVESTMENT MANAGEMENT CO	Bd affiliated wealth	May 3, 2012	Dec 31, 2012	no	WORCESTER, MA\|CINCINNATI, 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
KESTRA ADVISORY SERVICES, LLC	MONEY CONCEPTS ADVISORY SERVICE	May 30, 2024	Jun 12, 2024	13	Firm change	Ibd to ibd
ON INVESTMENT MANAGEMENT CO	KESTRA ADVISORY SERVICES, LLC	Mar 26, 2018	Mar 26, 2018	0	Firm change	Other

Relationships

Registered with (3)

→ MONEY CONCEPTS ADVISORY SERVICERegistered adviserregistration: current employment
Jun 12, 2024 to presentfactForm ADV
→ KESTRA ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Mar 26, 2018 to May 30, 2024factForm ADV
→ ON INVESTMENT MANAGEMENT CORegistered adviserregistration: previous registration
Apr 5, 2016 to Mar 26, 2018factForm ADV

Dated events

Occurred
May 30, 2024
Advisor changed firm
Gregory Henry Marchand left Kestra Advisory Services, Llc for Money Concepts Advisory Service (registered 2024-06-12)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cae91a8d-f166-7f02-3247-49c28dcaeea6
First observed: May 3, 2012
Last observed: Sep 15, 2026 5 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.

Gregory Henry Marchand

Advisor at MONEY CONCEPTS ADVISORY SERVICE

Hobe Sound, FL | PALM BEACH GARDENS, FL | Wethersfield, CT | Webster, MA

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:cae91a8d-f166-7f02-3247-49c28dcaeea6

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:33 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

MONEY CONCEPTS ADVISORY SERVICE

Bd affiliated wealth

Jun 12, 2024

n/a

yes

PALM BEACH GARDENS, FL|PALM BEACH GARDENS, FL|Webster, MA|Wethersfield, CT|Hobe Sound, FL

Current employment

KESTRA ADVISORY SERVICES, LLC

Bd affiliated wealth

Mar 26, 2018

May 30, 2024

WORCESTER, MA|AUSTIN, TX|Webster, MA

Previous registration

ON INVESTMENT MANAGEMENT CO

Bd affiliated wealth

Apr 5, 2016

Mar 26, 2018

Worcester, MA

Previous registration

ON INVESTMENT MANAGEMENT CO

Bd affiliated wealth

May 3, 2012

Dec 31, 2012

WORCESTER, MA|CINCINNATI, OH

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

KESTRA ADVISORY SERVICES, LLC

MONEY CONCEPTS ADVISORY SERVICE

May 30, 2024

Jun 12, 2024

Firm change

Ibd to ibd

ON INVESTMENT MANAGEMENT CO

KESTRA ADVISORY SERVICES, LLC

Mar 26, 2018

Firm change

Other