DFX Intelligence

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RIA / WealthAdvisor40 years in industry

MARK CHARLES GRIEGE

Advisor at CORIENT

DALLAS, TX

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:f783f22b-a7e6-a625-8c0b-096c3c8df7e1

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

Relationships: 2
Dated events: 0
On other graphs: 1
Observed: Apr 7, 2003 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Mark Charles Griege

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CORIENT
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: Mar 1, 1986earliest registration or exam on IAPD
Years in industry: 40derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 1
Exams: S63
First exam: Aug 18, 1988
First registration: Apr 7, 2003
Dual registered: no
IAPD individual key: 1552428

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
Corient	Independent wealth	Nov 19, 2022	n/a	yes	DALLAS, TX	Current employment
RGT WEALTH ADVISORS	Former SEC adviser	Apr 7, 2003	Mar 31, 2023	no	DALLAS, TX	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
RGT WEALTH ADVISORS	Corient	Mar 31, 2023	Nov 19, 2022	-132	Bulk transfer	RIA to RIA

Relationships

Registered with (2)

→ CORIENTRegistered adviserregistration: current employment
Nov 19, 2022 to presentfactForm ADV
→ RGT WEALTH ADVISORSRegistered adviserregistration: previous registration
Apr 7, 2003 to Mar 31, 2023factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f783f22b-a7e6-a625-8c0b-096c3c8df7e1
First observed: Apr 7, 2003
Last observed: Sep 14, 2026 7 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.

MARK CHARLES GRIEGE

Advisor at CORIENT

DALLAS, TX

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:f783f22b-a7e6-a625-8c0b-096c3c8df7e1

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

Firm

Class

Began

Ended

Current

Branch

Basis

Corient

Independent wealth

Nov 19, 2022

n/a

yes

DALLAS, TX

Current employment

RGT WEALTH ADVISORS

Former SEC adviser

Apr 7, 2003

Mar 31, 2023

DALLAS, TX

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

RGT WEALTH ADVISORS

Corient

Mar 31, 2023

Nov 19, 2022

-132

Bulk transfer

RIA to RIA