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
Gregory Gavran
Feed of 09/14/2026
At current firm
2 y
since Jun 28, 2024
In the industry
26 y
since Oct 4, 1999 (earliest exam, job or registration)
Prior registered firms
6
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
- Wellth Advisory Services, LLC institutional currentsince Jun 28, 2024 · Brookfield, Wi
- Global Retirement Partners LLC institutionalApr 1, 2019 to Jul 4, 2024 · Brookfield, Wi
- Kestra Advisory Services, LLC BD affiliatedApr 25, 2016 to Apr 1, 2019 · Brookfield, Wi
- Wealthspire Retirement Advisory institutionalMar 17, 2015 to Oct 2, 2015 · Shorewood, Il
- Nfp Advisor Services, LLC formerMar 4, 2015 to Sep 22, 2016 · Brookfield, Wi
- Woodbury Financial Services, Inc. formerJun 3, 2011 to Mar 11, 2015 · Brookfield, Wi
- Packerland Brokerage Services, Inc. independent RIADec 17, 2004 to Jun 2, 2011 · Waukesha, Wi
Moves
a registration end followed by a registration begin elsewhere
- Global Retirement Partners LLC to Wellth Advisory Services, LLCleft Jul 4, 2024, registered Jun 28, 2024 (-6 days) · corporate re-registration, not a move
- Kestra Advisory Services, LLC to Global Retirement Partners LLCleft Apr 1, 2019, registered Apr 1, 2019 (0 days) · corporate re-registration, not a move
- Nfp Advisor Services, LLC to Wealthspire Retirement Advisoryleft Sep 22, 2016, registered Mar 17, 2015 (-555 days) · Other
- Wealthspire Retirement Advisory to Kestra Advisory Services, LLCleft Oct 2, 2015, registered Apr 25, 2016 (206 days) · Other · moved with a team
- Woodbury Financial Services, Inc. to Nfp Advisor Services, LLCleft Mar 11, 2015, registered Mar 4, 2015 (-7 days) · Other
- Packerland Brokerage Services, Inc. to Woodbury Financial Services, Inc.left Jun 2, 2011, registered Jun 3, 2011 (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
- Institutional managerderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address