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
Scott Albert Grebenstein
Feed of 09/14/2026
At current firm
5 y
since Mar 22, 2021
In the industry
40 y
since Aug 20, 1986 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, 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
- Foresight Financial Services, LLC state registered currentsince Mar 22, 2021 · Laurel, Md
- Mclaughlin Ryder Investments, Inc. independent RIAJun 6, 2016 to Feb 23, 2021 · Chesapeake, Va
- Coburn & Meredith, Inc. formerAug 31, 2010 to Nov 12, 2010 · Alexandria, Va
- M&T Securities, Inc. unclassifiedAug 11, 2008 to Feb 17, 2010 · Baltimore, Md
- Pnc Wealth Management BD affiliatedSep 17, 2007 to Aug 11, 2008 · Reisterstown, Md
- Mercantile Brokerage Services, Inc. unclassifiedMar 31, 2004 to Sep 17, 2007 · Reisterstown, Md
Moves
a registration end followed by a registration begin elsewhere
- Mclaughlin Ryder Investments, Inc. to Foresight Financial Services, LLCleft Feb 23, 2021, registered Mar 22, 2021 (27 days) · RIA to a state-registered adviser
- Coburn & Meredith, Inc. to Mclaughlin Ryder Investments, Inc.left Nov 12, 2010, registered Jun 6, 2016 (2033 days) · Other
- M&T Securities, Inc. to Coburn & Meredith, Inc.left Feb 17, 2010, registered Aug 31, 2010 (195 days) · Other
- Pnc Wealth Management to M&T Securities, Inc.left Aug 11, 2008, registered Aug 11, 2008 (0 days) · Other
- Mercantile Brokerage Services, Inc. to Pnc Wealth Managementleft Sep 17, 2007, registered Sep 17, 2007 (0 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
- STATE REGISTEREDderived
- Years in industry
- 40derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address