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
Craig Francis Gregozeski
Feed of 09/14/2026
At current firm
2 y
since Nov 29, 2023
In the industry
26 y
since May 30, 2000 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Wells Fargo Advisors wirehouse currentsince Nov 29, 2023 · Atlanta, Ga
- Ifg Advisory, LLC independent RIAMar 10, 2014 to Aug 28, 2014 · Atlanta, Ga
- Ifg Advisory, LLC independent RIAMar 10, 2014 to Dec 31, 2023 · Atlanta, Ga
- J.P. Morgan Securities LLC wirehouseJul 13, 2006 to Mar 19, 2014 · Atlanta, Ga
- Wells Fargo Advisors wirehouseJul 1, 2003 to Jul 5, 2006 · Atlanta, Ga
- Prudential Equity Group, LLC unclassifiedJul 18, 2002 to Jul 1, 2003 · Atlanta, Ga
Moves
a registration end followed by a registration begin elsewhere
- Ifg Advisory, LLC to Wells Fargo Advisorsleft Dec 31, 2023, registered Nov 29, 2023 (-32 days) · RIA to wirehouse
- J.P. Morgan Securities LLC to Ifg Advisory, LLCleft Mar 19, 2014, registered Mar 10, 2014 (-9 days) · Other
- Wells Fargo Advisors to J.P. Morgan Securities LLCleft Jul 5, 2006, registered Jul 13, 2006 (8 days) · Wirehouse to wirehouse
- Prudential Equity Group, LLC to Wells Fargo Advisorsleft Jul 1, 2003, registered Jul 1, 2003 (0 days) · corporate re-registration, not a move
Signals
- Craig Francis Gregozeski left Ifg Advisory, Llc for Wells Fargo Advisors (registered 2023-11-29)Dec 31, 2023 · 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
- Wirehousederived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address