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.

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Registered advisor

G•••••• V••••

T••••• A••••••• S•••••••• I•••BD affiliatedCoral Gables, Fldual registrantIAPD 4168971

Chartered Financial Analyst

Feed of 09/14/2026

Also filed as Gregory Manuel Viejo

At current firm

2 y

since Oct 16, 2023

In the industry

25 y

since Jan 19, 2001 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

T••••• A••••••• S•••••••• I••• BD affiliated current
since Oct 16, 2023 · Coral Gables, Fl
C••••••• S••••••••• former
Sep 16, 2022 to Oct 11, 2023 · Ft. Lauderdale, Fl
W•••• F•••• A••••••• wirehouse
Jul 8, 2011 to Aug 9, 2022 · Minneapolis, Mn
C•••••••• G••••• M•••••• I••• BD affiliated
May 29, 2007 to Jan 4, 2010 · Miami, Fl
C••••••• I••••••••• S••••••• unclassified
Sep 16, 2002 to May 29, 2007 · Miami, Fl

Moves

a registration end followed by a registration begin elsewhere

C••••••• S••••••••• to T••••• A••••••• S•••••••• I•••
left Oct 11, 2023, registered Oct 16, 2023 (5 days) · RIA to affiliated broker-dealer or bank
W•••• F•••• A••••••• to C••••••• S•••••••••
left Aug 9, 2022, registered Sep 16, 2022 (38 days) · Wirehouse to independent RIA · moved with a team
C•••••••• G••••• M•••••• I••• to W•••• F•••• A•••••••
left Jan 4, 2010, registered Jul 8, 2011 (550 days) · Other
C••••••• I••••••••• S••••••• to C•••••••• G••••• M•••••• I•••
left May 29, 2007, registered May 29, 2007 (0 days) · corporate re-registration, not a move

Signals

G•••••• V•••• left C••••••• S••••••••• for T••••• A••••••• S•••••••• I••• (registered 2023-10-16)
Oct 11, 2023 · Advisor changed firm · fact
G•••••• V•••• left W•••• F•••• A••••••• for C••••••• S••••••••• (registered 2022-09-16)
Aug 9, 2022 · 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: Broker-dealer affiliated wealth managerderived
Years in industry: 25derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address