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 J. Szelung
Feed of 09/14/2026
Also filed as Greg J Szelung
At current firm
0 y
since May 4, 2026
In the industry
15 y
since Jul 29, 2011 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- On Investment Management Co BD affiliated currentsince May 4, 2026 · Deer Park, Il
- J.P. Morgan Securities LLC wirehouseMar 3, 2022 to May 14, 2022 · Frankfort, Il
- L.M. Kohn & Company formerJul 15, 2021 to Dec 31, 2021 · Cincinnati, Oh
- Waddell & Reed formerJul 29, 2011 to Oct 14, 2011 · Mokena, Il
Moves
a registration end followed by a registration begin elsewhere
- J.P. Morgan Securities LLC to On Investment Management Coleft May 14, 2022, registered May 4, 2026 (1451 days) · Wirehouse to affiliated broker-dealer or bank
- L.M. Kohn & Company to J.P. Morgan Securities LLCleft Dec 31, 2021, registered Mar 3, 2022 (62 days) · RIA to wirehouse
- Waddell & Reed to L.M. Kohn & Companyleft Oct 14, 2011, registered Jul 15, 2021 (3562 days) · Other
Signals
- Gregory J. Szelung no longer holds an investment adviser registration (last listed at On Investment Management Co on the 2026-09-16 feed)Sep 16, 2026 · Advisor registration ended · derived
- Gregory J. Szelung left J.P. Morgan Securities Llc for On Investment Management Co (registered 2026-05-04)May 14, 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
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address