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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
G••• A••• S•••••
- Title
- Managing Partner / CEO,reportedstorenfinancial.comfirm site, Sep 15, 2026
- Designations
- MBA, CPAreportedstorenfinancial.comas printed on the bio page, Sep 16, 2026
- Partner or owner
- “As the owner of S••••• F••••••••, G••• plays a pivotal role in steering the firm’s operations and strategic direction.”reportedstorenfinancial.comthe sentence on the bio page
- Business email
- storen@storenfinancial.comreportedstorenfinancial.comfirm site, Sep 15, 2026
- Professional profile
- storenfinancial.com/meet-the-team-greg-storenreportedstorenfinancial.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- S••••• F•••••••• independent RIA currentsince Dec 17, 2025 · Zionsville, In
- L•• F•••••••• L•• BD affiliatedFeb 14, 2018 to Oct 6, 2020 · Zionsville, In
- B•••• T•• W••••• M••••••••• formerNov 4, 2016 to Dec 31, 2025 · Brownsburg, In
- I••••• F•••••••• C••••••••• formerDec 2, 2005 to Feb 20, 2018 · Zionsville, In
- C•••••• A••••••• C••••••••• independent RIAAug 7, 2003 to Jan 5, 2006 · Indianapolis, In
- M••••• S•••••• C••••••••• unclassifiedJul 28, 2003 to Dec 16, 2005 · Indianapolis, In
- B•••• T•• W••••• M••••••••• to L•• F•••••••• L••left Dec 31, 2025, registered Feb 14, 2018 (-2877 days) · RIA to RIA · moved with a team
- L•• F•••••••• L•• to S••••• F••••••••left Oct 6, 2020, registered Dec 17, 2025 (1898 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
- I••••• F•••••••• C••••••••• to B•••• T•• W••••• M•••••••••left Feb 20, 2018, registered Nov 4, 2016 (-473 days) · Other · moved with a team
- C•••••• A••••••• C••••••••• to I••••• F•••••••• C•••••••••left Jan 5, 2006, registered Dec 2, 2005 (-34 days) · Other
- M••••• S•••••• C••••••••• to C•••••• A••••••• C•••••••••left Dec 16, 2005, registered Aug 7, 2003 (-862 days) · Other
- G••• A••• S••••• left B•••• T•• W••••• M••••••••• for L•• F•••••••• L•• (registered 2018-02-14)Dec 31, 2025 · Advisor changed firm · fact
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address