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
Andrew Bruen Greep
Feed of 09/15/2026
At current firm
10 y
since Oct 8, 2015
In the industry
28 y
since Dec 5, 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
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Kovack Advisors, Inc. BD affiliated currentsince Oct 8, 2015 · Ft. Lauderdale, Fl
- Ronald Blue & Co., LLC formerOct 21, 2011 to Oct 14, 2015 · Fort Lauderdale, Fl
- Morgan Stanley wirehouseJun 1, 2009 to Oct 27, 2010 · Ft. Lauderdale, Fl
- Morgan Stanley & Co. LLC unclassifiedMay 2, 2008 to Jun 1, 2009 · Ft. Lauderdale, Fl
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSep 22, 2004 to May 6, 2008 · Coral Springs, Fl
- Citigroup Global Markets Inc. BD affiliatedOct 17, 2000 to Sep 23, 2004 · Fort Lauderdale, Fl
Moves
a registration end followed by a registration begin elsewhere
- Ronald Blue & Co., LLC to Kovack Advisors, Inc.left Oct 14, 2015, registered Oct 8, 2015 (-6 days) · Other
- Morgan Stanley to Ronald Blue & Co., LLCleft Oct 27, 2010, registered Oct 21, 2011 (359 days) · Other
- Morgan Stanley & Co. LLC to Morgan Stanleyleft Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Morgan Stanley & Co. LLCleft May 6, 2008, registered May 2, 2008 (-4 days) · Other
- Citigroup Global Markets Inc. to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Sep 23, 2004, registered Sep 22, 2004 (-1 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address