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Registered advisor
G•••••• B•••••• T••••
Feed of 09/15/2026
Also filed as Greg Trost
At current firm
1 y
since Dec 5, 2024
In the industry
24 y
since Apr 19, 2002 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- S•••••• P••••••• I••••••••• A•••••••• L•• BD affiliated currentsince Dec 5, 2024 · Albuquerque, Nm
- T•••• F•••••••• P••••••• unclassifiedApr 3, 2020 to Jan 4, 2025 · Albuquerque, Nm
- L•• F•••••••• L•• BD affiliatedJan 22, 2018 to Dec 19, 2024 · Albuquerque, Nm
- A••••••••• F•••••••• S•••••••• L•• national BDMay 3, 2013 to Jan 25, 2018 · Los Angeles, Ca
- M•• F•••••••• S•••••••• I••• formerMay 14, 2002 to May 6, 2013 · Los Angeles, Ca
Moves
a registration end followed by a registration begin elsewhere
- T•••• F•••••••• P••••••• to S•••••• P••••••• I••••••••• A•••••••• L••left Jan 4, 2025, registered Dec 5, 2024 (-30 days) · Other
- L•• F•••••••• L•• to T•••• F•••••••• P•••••••left Dec 19, 2024, registered Apr 3, 2020 (-1721 days) · Other
- A••••••••• F•••••••• S•••••••• L•• to L•• F•••••••• L••left Jan 25, 2018, registered Jan 22, 2018 (-3 days) · Affiliated broker-dealer or bank to independent RIA
- M•• F•••••••• S•••••••• I••• to A••••••••• F•••••••• S•••••••• L••left May 6, 2013, registered May 3, 2013 (-3 days) · Other
Signals
- G•••••• B•••••• T•••• left T•••• F•••••••• P••••••• for S•••••• P••••••• I••••••••• A•••••••• L•• (registered 2024-12-05)Jan 4, 2025 · Advisor changed firm · fact
- G•••••• B•••••• T•••• left L•• F•••••••• L•• for T•••• F•••••••• P••••••• (registered 2020-04-03)Dec 19, 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address