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

Albert Francis Grenert

Janney Montgomery Scott LLCBD affiliatedCharlotte, Ncdual registrantIAPD 2279741

Feed of 09/14/2026

Also filed as Al Grenert

At current firm

0 y

since Dec 4, 2025

In the industry

33 y

since Nov 30, 1992 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Janney Montgomery Scott LLC BD affiliated current
since Dec 4, 2025 · Charlotte, Nc
Wells Fargo Advisors wirehouse
Nov 10, 2016 to Dec 11, 2025 · Rock Hill, Sc
Ameriprise Financial Services, LLC national BD
Oct 5, 2009 to Nov 11, 2016 · Charlotte, Nc
Ameriprise Advisor Services, Inc. unclassified
Jun 20, 2005 to Oct 5, 2009 · Charlotte, Nc
Wells Fargo Advisors wirehouse
Dec 31, 2001 to Jun 24, 2005 · Rock Hill, Sc

Moves

a registration end followed by a registration begin elsewhere

Wells Fargo Advisors to Janney Montgomery Scott LLC
left Dec 11, 2025, registered Dec 4, 2025 (-7 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team
Ameriprise Financial Services, LLC to Wells Fargo Advisors
left Nov 11, 2016, registered Nov 10, 2016 (-1 days) · Affiliated broker-dealer or bank to wirehouse
Ameriprise Advisor Services, Inc. to Ameriprise Financial Services, LLC
left Oct 5, 2009, registered Oct 5, 2009 (0 days) · corporate re-registration, not a move
Wells Fargo Advisors to Ameriprise Advisor Services, Inc.
left Jun 24, 2005, registered Jun 20, 2005 (-4 days) · Other

Signals

Albert Francis Grenert left Wells Fargo Advisors for Janney Montgomery Scott Llc (registered 2025-12-04)
Dec 11, 2025 · 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: 33derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address