RIA Intelligence

• Advisory Solutions Group independent RIA current
  since Mar 27, 2026 · Libertyville, Il
• Wealth Enhancement Advisory Services, LLC BD affiliated current
  since Sep 17, 2025 · Libertyville, Il
• Gladstone Wealth Partners BD affiliated
  Nov 17, 2022 to Oct 2, 2025 · Schaumburg, Il
• Precise Investment Management, Inc. independent RIA
  Mar 25, 2022 to Sep 15, 2022 · Highland Park, Il
• J.P. Morgan Securities LLC wirehouse
  Oct 1, 2012 to Mar 26, 2020 · Chicago, Il
• Chase Investment Services Corp. former
  Aug 26, 2011 to Oct 1, 2012 · Chicago, Il
• Insight Securities, Inc. mixed wealth
  Aug 6, 2008 to Aug 3, 2011 · Morristown, Nj
• UBS Financial Services Inc. wirehouse
  Jan 16, 2008 to Mar 7, 2008 · Chicago, Il
• UBS Financial Services Inc. wirehouse
  May 7, 2007 to Jan 4, 2008 · Chicago, Il
• Equitable Advisors, LLC national BD
  Jan 16, 2007 to Apr 24, 2007 · Rosemont, Il
• Equitable Advisors, LLC national BD
  Apr 20, 2005 to Jan 16, 2007 · Rosemont, Il
• Oppenheimer Asset Management BD affiliated
  Apr 15, 2003 to Jul 1, 2004 · New York, Ny
• Oppenheimer & Co. Inc. BD affiliated
  Jan 3, 2003 to Apr 15, 2003 · Chicago, Il
• Cibc World Markets Corp. unclassified
  Oct 21, 2002 to Jan 3, 2003 · Chicago, Il

• Gladstone Wealth Partners to Wealth Enhancement Advisory Services, LLC
  left Oct 2, 2025, registered Sep 17, 2025 (-15 days) · RIA to affiliated broker-dealer or bank
• Precise Investment Management, Inc. to Gladstone Wealth Partners
  left Sep 15, 2022, registered Nov 17, 2022 (63 days) · RIA to RIA
• J.P. Morgan Securities LLC to Precise Investment Management, Inc.
  left Mar 26, 2020, registered Mar 25, 2022 (729 days) · Wirehouse to independent RIA
• Chase Investment Services Corp. to J.P. Morgan Securities LLC
  left Oct 1, 2012, registered Oct 1, 2012 (0 days) · corporate re-registration, not a move
• Insight Securities, Inc. to Chase Investment Services Corp.
  left Aug 3, 2011, registered Aug 26, 2011 (23 days) · Other
• UBS Financial Services Inc. to Insight Securities, Inc.
  left Mar 7, 2008, registered Aug 6, 2008 (152 days) · Other
• Equitable Advisors, LLC to UBS Financial Services Inc.
  left Apr 24, 2007, registered May 7, 2007 (13 days) · Affiliated broker-dealer or bank to wirehouse
• Oppenheimer Asset Management to Equitable Advisors, LLC
  left Jul 1, 2004, registered Apr 20, 2005 (293 days) · Other
• Oppenheimer & Co. Inc. to Oppenheimer Asset Management
  left Apr 15, 2003, registered Apr 15, 2003 (0 days) · corporate re-registration, not a move
• Cibc World Markets Corp. to Oppenheimer & Co. Inc.
  left Jan 3, 2003, registered Jan 3, 2003 (0 days) · corporate re-registration, not a move

• Michael S Gregory left Gladstone Wealth Partners for Wealth Enhancement Advisory Services, Llc (registered 2025-09-17)
  Oct 2, 2025 · Advisor changed firm · fact
• Michael S Gregory left Precise Investment Management, Inc. for Gladstone Wealth Partners (registered 2022-11-17)
  Sep 15, 2022 · Advisor changed firm · fact

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Source

IAPD individual compilation feedreportedadviserinfo.sec.gov

Firm class

Broker-dealer affiliated wealth managerderived

Years in industry

29derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address