DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Maria Mckeon Gregoriev
Feed of 09/14/2026
Also filed as Maria Mckeon
At current firm
6 y
since Dec 6, 2019
In the industry
48 y
since Jan 1, 1978 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Stonex Advisors Inc. BD affiliated currentsince Dec 6, 2019 · Birmingham, Al
- Quest Capital Strategies, Inc. formerAug 12, 2013 to Dec 6, 2019 · San Rafael, Ca
- Valic Financial Advisors, Inc. BD affiliatedJul 26, 2011 to Apr 18, 2013 · Oakland, Ca
- J.P. Morgan Securities LLC wirehouseSep 30, 1997 to Nov 12, 2007 · San Francisco, Ca
Moves
a registration end followed by a registration begin elsewhere
- Quest Capital Strategies, Inc. to Stonex Advisors Inc.left Dec 6, 2019, registered Dec 6, 2019 (0 days) · corporate re-registration, not a move
- Valic Financial Advisors, Inc. to Quest Capital Strategies, Inc.left Apr 18, 2013, registered Aug 12, 2013 (116 days) · Other
- J.P. Morgan Securities LLC to Valic Financial Advisors, Inc.left Nov 12, 2007, registered Jul 26, 2011 (1352 days) · Other
Signals
No dated event on this person.
Transition signals
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.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 48derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address