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 Thomas Larson
Feed of 09/15/2026
Also filed as Gregory Larson
At current firm
19 y
since Jun 19, 2007
In the industry
25 y
since Apr 26, 2001 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
2
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Private Advisor Group, LLC BD affiliated currentsince Jan 19, 2017 · Morristown, Nj
- LPL Financial LLC BD affiliated currentsince Jun 19, 2007 · Huntingdon Valley, Pa
- Wells Fargo Advisors wirehouseJul 14, 2006 to Jan 3, 2007 · Warminster, Pa
- Valic Financial Advisors, Inc. BD affiliatedAug 13, 2003 to Nov 9, 2005 · Malvern, Pa
Moves
a registration end followed by a registration begin elsewhere
- Wells Fargo Advisors to LPL Financial LLCleft Jan 3, 2007, registered Jun 19, 2007 (167 days) · Other
- Valic Financial Advisors, Inc. to Wells Fargo Advisorsleft Nov 9, 2005, registered Jul 14, 2006 (247 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
- 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