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.
Feed of 09/14/2026
Also filed as Gregg Linnebur
At current firm
5 y
since May 14, 2021
In the industry
29 y
since Feb 19, 1997 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Pfg Advisors independent RIA currentsince May 14, 2021 · Phoenix, Az
- Cuso Financial Services, L.P. formerOct 3, 2018 to May 7, 2021 · Tempe, Az
- Pfg Advisors independent RIAMar 2, 2015 to Nov 19, 2018 · Tempe, Az
- LPL Financial LLC BD affiliatedJan 28, 2009 to Jul 18, 2017 · Tempe, Az
- Cue Financial Group, Inc. formerApr 1, 2005 to Jan 21, 2009 · Tempe, Az
- Cetera Advisor Networks LLC formerJun 19, 2003 to Apr 4, 2005 · Tempe, Az
Moves
a registration end followed by a registration begin elsewhere
- Cuso Financial Services, L.P. to Pfg Advisorsleft May 7, 2021, registered May 14, 2021 (7 days) · Affiliated broker-dealer or bank to independent RIA
- Pfg Advisors to Cuso Financial Services, L.P.left Nov 19, 2018, registered Oct 3, 2018 (-47 days) · RIA to affiliated broker-dealer or bank
- LPL Financial LLC to Pfg Advisorsleft Jul 18, 2017, registered Mar 2, 2015 (-869 days) · Other · moved with a team
- Cue Financial Group, Inc. to LPL Financial LLCleft Jan 21, 2009, registered Jan 28, 2009 (7 days) · Other
- Cetera Advisor Networks LLC to Cue Financial Group, Inc.left Apr 4, 2005, registered Apr 1, 2005 (-3 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
- Independent wealth managerderived
- Years in industry
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address