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
Roland Robert Greco
Feed of 09/15/2026
Also filed as Roland R Greco
At current firm
0 y
since Sep 24, 2025
In the industry
27 y
since May 8, 1999 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Impact Partnership Wealth, LLC independent RIA currentsince Sep 24, 2025 · Marietta, Ga
- J. W. Cole Advisors, Inc. BD affiliatedAug 23, 2017 to Sep 14, 2023 · Scranton, Pa
- Private Advisor Group, LLC BD affiliatedMay 19, 2016 to Jul 18, 2017 · Scranton, Pa
- Premier College Funding unclassifiedSep 9, 2014 to Dec 11, 2014 · Scranton, Pa
- Insight Private Advisors, LLC formerSep 4, 2014 to May 2, 2016 · Scranton, Pa
- Jacobi Capital Management, LLC independent RIAOct 17, 2008 to Sep 8, 2014 · Pittston, Pa
- LPL Financial LLC BD affiliatedFeb 5, 2008 to Sep 18, 2017 · Scranton, Pa
Moves
a registration end followed by a registration begin elsewhere
- J. W. Cole Advisors, Inc. to Impact Partnership Wealth, LLCleft Sep 14, 2023, registered Sep 24, 2025 (741 days) · Affiliated broker-dealer or bank to independent RIA
- LPL Financial LLC to Jacobi Capital Management, LLCleft Sep 18, 2017, registered Oct 17, 2008 (-3258 days) · Other
- Private Advisor Group, LLC to J. W. Cole Advisors, Inc.left Jul 18, 2017, registered Aug 23, 2017 (36 days) · Other
- Insight Private Advisors, LLC to Premier College Fundingleft May 2, 2016, registered Sep 9, 2014 (-601 days) · Other
- Premier College Funding to Private Advisor Group, LLCleft Dec 11, 2014, registered May 19, 2016 (525 days) · Other
- Jacobi Capital Management, LLC to Insight Private Advisors, LLCleft Sep 8, 2014, registered Sep 4, 2014 (-4 days) · Other
Signals
- Roland Robert Greco left J. W. Cole Advisors, Inc. for Impact Partnership Wealth, Llc (registered 2025-09-24)Sep 14, 2023 · Advisor changed firm · fact
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
- Independent wealth managerderived
- Years in industry
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address