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 A Myers

Financial Partners, LLCindependent RIASanta Fe, NmIA-onlyIAPD 4625574

Certified Financial Planner

Feed of 09/14/2026

Also filed as Greg Adam Myers

At current firm

2 y

since Mar 8, 2024

In the industry

23 y

since Apr 8, 2003 (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

Financial Partners, LLC independent RIA current
since Mar 8, 2024 · Santa Fe, Nm
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Dec 14, 2022 to Feb 8, 2024 · Austin, Tx
Pnc Wealth Management BD affiliated
Aug 18, 2021 to Oct 19, 2022 · Austin, Tx
Pnc Managed Account Solutions, Inc. former
Apr 30, 2021 to Aug 17, 2021 · Bernalillo, Nm
Schwab Wealth Advisory, Inc. no RAUM
Jan 3, 2012 to Oct 17, 2013 · Phoenix, Az
Charles Schwab & Co., Inc. national BD
Mar 2, 2007 to Jan 2, 2020 · Phoenix, Az

Moves

a registration end followed by a registration begin elsewhere

Merrill Lynch, Pierce, Fenner & Smith Incorporated to Financial Partners, LLC
left Feb 8, 2024, registered Mar 8, 2024 (29 days) · Wirehouse to independent RIA
Pnc Wealth Management to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Oct 19, 2022, registered Dec 14, 2022 (56 days) · Affiliated broker-dealer or bank to wirehouse
Pnc Managed Account Solutions, Inc. to Pnc Wealth Management
left Aug 17, 2021, registered Aug 18, 2021 (1 days) · corporate re-registration, not a move
Charles Schwab & Co., Inc. to Schwab Wealth Advisory, Inc.
left Jan 2, 2020, registered Jan 3, 2012 (-2921 days) · channel change inside one enterprise, not a move
Schwab Wealth Advisory, Inc. to Pnc Managed Account Solutions, Inc.
left Oct 17, 2013, registered Apr 30, 2021 (2752 days) · Other

Signals

Gregory A Myers left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Financial Partners, Llc (registered 2024-03-08)
Feb 8, 2024 · Advisor changed firm · fact
Gregory A Myers left Pnc Wealth Management for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2022-12-14)
Oct 19, 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: Independent wealth managerderived
Years in industry: 23derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address