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

Gregory Drew Vacca

LPL Financial LLCBD affiliatedScottsdale, Az dual registrantIAPD 1628769

Certified Financial Planner

Feed of 09/14/2026

Also filed as Greg Vacca

At current firm

0 y

since Sep 1, 2026

In the industry

46 y

since Jan 1, 1980 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

LPL Financial LLC BD affiliated current
since Sep 1, 2026 · Scottsdale, Az
Money Concepts Advisory Service BD affiliated
Apr 9, 2020 to Jun 29, 2026 · Palm Beach Gardens, Fl
Cuso Financial Services, L.P. former
Jul 26, 2018 to Oct 23, 2019 · Fairfield, Ca
Sorrento Pacific Financial, LLC former
May 31, 2016 to Oct 23, 2019 · Fairfield, Ca
Savedaily.Com, Inc. former
Jul 12, 2011 to May 31, 2016 · Seal Beach, Ca
U.S. Bancorp Investments, Inc. former
Dec 4, 2009 to May 19, 2011 · Newport Beach, Ca
Uvest Financial Services Group, Inc. unclassified
Nov 7, 2005 to May 2, 2006 · Newport Coast, Ca

Moves

a registration end followed by a registration begin elsewhere

Money Concepts Advisory Service to LPL Financial LLC
left Jun 29, 2026, registered Sep 1, 2026 (64 days) · Affiliated broker-dealer or bank to another
Sorrento Pacific Financial, LLC to Cuso Financial Services, L.P.
left Oct 23, 2019, registered Jul 26, 2018 (-454 days) · channel change inside one enterprise, not a move
Cuso Financial Services, L.P. to Money Concepts Advisory Service
left Oct 23, 2019, registered Apr 9, 2020 (169 days) · Affiliated broker-dealer or bank to another
Savedaily.Com, Inc. to Sorrento Pacific Financial, LLC
left May 31, 2016, registered May 31, 2016 (0 days) · Other
U.S. Bancorp Investments, Inc. to Savedaily.Com, Inc.
left May 19, 2011, registered Jul 12, 2011 (54 days) · Other
Uvest Financial Services Group, Inc. to U.S. Bancorp Investments, Inc.
left May 2, 2006, registered Dec 4, 2009 (1312 days) · Other

Signals

Gregory Drew Vacca left Money Concepts Advisory Service for Lpl Financial Llc (registered 2026-09-01)
Jun 29, 2026 · 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: Broker-dealer affiliated wealth managerderived
Years in industry: 46derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address