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

VIABLE

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

Jun 1, 1986earliest registration or exam on IAPD

Years in industry

40derivedfrom 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

Certified Financial Planner

Exams

S63|S65

First exam

Feb 16, 1990

First registration

Jul 5, 2002

Dual registered

yes, broker-dealer

IAPD individual key

2011631

• Occurred

  Mar 13, 2024
  Advisor changed firm

  Gregg Michael Gottlieb left Lpl Financial Llc for Viable (registered 2024-03-14)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f9e1b81d-a250-a042-1e7f-909bd50ec7ef

First observed

Jul 5, 2002

Last observed

Sep 15, 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.