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
Steven Harverd Greig
Feed of 09/14/2026
Also filed as Steve Greig
At current firm
0 y
since Jul 17, 2026
In the industry
38 y
since Jan 11, 1988 (earliest exam, job or registration)
Prior registered firms
8
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S65, S63
IA exams only
Book size
not public
not estimated here
Signals
5
dated events on this person
Registration history
IAPD current and previous registrations
- Creativeone Wealth, LLC independent RIA currentsince Jul 17, 2026 · West Des Moines, Ia
- Iams Wealth Management, LLC independent RIAJul 17, 2025 to Jul 20, 2026 · West Des Moines, Ia
- Gradient Advisors, LLC independent RIAJan 15, 2025 to Jul 16, 2025 · West Des Moines, Ia
- Creativeone Wealth, LLC independent RIAJul 12, 2024 to Jan 28, 2025 · West Des Moines, Ia
- Simplicity Wealth mixed wealthJan 31, 2024 to Jul 12, 2024 · Summit, Nj
- Brookstone Wealth Advisors, LLC no RAUMOct 2, 2023 to Jan 17, 2024 · Wheaton, Il
- Fortress Wealth Management unclassifiedAug 21, 2013 to Dec 4, 2017 · Urbandale, Ia
- Cetera Advisor Networks LLC formerDec 21, 2012 to Aug 19, 2013 · Urbandale, Ia
- Investment Advisors Corp formerJun 4, 2009 to Dec 31, 2010 · Urbandale, Ia
Moves
a registration end followed by a registration begin elsewhere
- Iams Wealth Management, LLC to Creativeone Wealth, LLCleft Jul 20, 2026, registered Jul 17, 2026 (-3 days) · RIA to RIA
- Gradient Advisors, LLC to Iams Wealth Management, LLCleft Jul 16, 2025, registered Jul 17, 2025 (1 days) · RIA to RIA
- Creativeone Wealth, LLC to Gradient Advisors, LLCleft Jan 28, 2025, registered Jan 15, 2025 (-13 days) · RIA to RIA
- Simplicity Wealth to Creativeone Wealth, LLCleft Jul 12, 2024, registered Jul 12, 2024 (0 days) · Other
- Brookstone Wealth Advisors, LLC to Simplicity Wealthleft Jan 17, 2024, registered Jan 31, 2024 (14 days) · Other
- Fortress Wealth Management to Brookstone Wealth Advisors, LLCleft Dec 4, 2017, registered Oct 2, 2023 (2128 days) · Other
- Cetera Advisor Networks LLC to Fortress Wealth Managementleft Aug 19, 2013, registered Aug 21, 2013 (2 days) · Other
- Investment Advisors Corp to Cetera Advisor Networks LLCleft Dec 31, 2010, registered Dec 21, 2012 (721 days) · Other
Signals
- Steven Harverd Greig left Iams Wealth Management, Llc for Creativeone Wealth, Llc (registered 2026-07-17)Jul 20, 2026 · Advisor changed firm · fact
- Steven Harverd Greig left Gradient Advisors, Llc for Iams Wealth Management, Llc (registered 2025-07-17)Jul 16, 2025 · Advisor changed firm · fact
- Steven Harverd Greig left Creativeone Wealth, Llc for Gradient Advisors, Llc (registered 2025-01-15)Jan 28, 2025 · Advisor changed firm · fact
- Steven Harverd Greig left Simplicity Wealth for Creativeone Wealth, Llc (registered 2024-07-12)Jul 12, 2024 · Advisor changed firm · fact
- Steven Harverd Greig left Brookstone Wealth Advisors, Llc for Simplicity Wealth (registered 2024-01-31)Jan 17, 2024 · 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
- 38derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address