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 Brook Ashton
Cambridge Investment Research Advisors, Inc.BD affiliatedOklahoma City, Okdual registrantIAPD 4485313
Feed of 09/14/2026
Also filed as Greg Ashton
At current firm
8 y
since Jan 22, 2018
In the industry
27 y
since Sep 1, 1999 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
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
- Cambridge Investment Research Advisors, Inc. BD affiliated currentsince Jan 22, 2018 · Oklahoma City, Ok
- Wilbanks Securities Advisory formerJun 28, 2016 to Dec 31, 2017 · Oklahoma City, Ok
- First Independent Advisory Services, Inc. unclassifiedMar 26, 2010 to May 25, 2016 · Tulsa, Ok
- Next Financial Group, Inc. formerJun 20, 2007 to Mar 23, 2010 · Oklahoma City, Ok
- Wilbanks Securities Advisory formerFeb 14, 2005 to Jun 15, 2007 · Oklahoma City, Ok
- Waddell & Reed formerMay 10, 2002 to Jan 12, 2005 · Edmond, Ok
Moves
a registration end followed by a registration begin elsewhere
- Wilbanks Securities Advisory to Cambridge Investment Research Advisors, Inc.left Dec 31, 2017, registered Jan 22, 2018 (22 days) · Other
- First Independent Advisory Services, Inc. to Wilbanks Securities Advisoryleft May 25, 2016, registered Jun 28, 2016 (34 days) · Other
- Next Financial Group, Inc. to First Independent Advisory Services, Inc.left Mar 23, 2010, registered Mar 26, 2010 (3 days) · Other
- Wilbanks Securities Advisory to Next Financial Group, Inc.left Jun 15, 2007, registered Jun 20, 2007 (5 days) · Other
- Waddell & Reed to Wilbanks Securities Advisoryleft Jan 12, 2005, registered Feb 14, 2005 (33 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
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address