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Registered advisor
G•••••• N••• M••••
Feed of 09/15/2026
Also filed as Greg M••••
At current firm
0 y
since Feb 2, 2026
In the industry
22 y
since Jun 29, 2004 (earliest exam, job or registration)
Prior registered firms
8
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
0
dated events on this person
Registration history
IAPD current and previous registrations
- L•• F•••••••• L•• BD affiliated currentsince Feb 2, 2026 · Quincy, Fl
- T••••• A••••••• S•••••••• I••• BD affiliatedNov 3, 2016 to Mar 12, 2018 · Tallahassee, Fl
- S••••••• I••••••••• S•••••••• I••• formerOct 6, 2014 to Dec 31, 2016 · Tallahassee, Fl
- L•• F•••••••• L•• BD affiliatedApr 17, 2013 to Oct 1, 2014 · Panama City, Fl
- C••••• A••••••• L•• formerJul 5, 2012 to Apr 19, 2013 · Panama City, Fl
- B••• I••••••••• S•••••••• I••• formerAug 25, 2008 to Feb 24, 2012 · Tallahassee, Fl
- S••••• A••• I••••••••• A•••••• S•••••••• I••• formerOct 10, 2006 to Dec 31, 2007 · Hilliard, Oh
- I••••• F•••••••• C••••••••• formerSep 12, 2005 to Jul 20, 2006 · Mount Vernon, Oh
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseJun 30, 2004 to Nov 1, 2004 · Columbus, Oh
Moves
a registration end followed by a registration begin elsewhere
- T••••• A••••••• S•••••••• I••• to L•• F•••••••• L••left Mar 12, 2018, registered Feb 2, 2026 (2884 days) · Other
- S••••••• I••••••••• S•••••••• I••• to T••••• A••••••• S•••••••• I•••left Dec 31, 2016, registered Nov 3, 2016 (-58 days) · corporate re-registration, not a move
- L•• F•••••••• L•• to S••••••• I••••••••• S•••••••• I•••left Oct 1, 2014, registered Oct 6, 2014 (5 days) · Other
- C••••• A••••••• L•• to L•• F•••••••• L••left Apr 19, 2013, registered Apr 17, 2013 (-2 days) · Other
- B••• I••••••••• S•••••••• I••• to C••••• A••••••• L••left Feb 24, 2012, registered Jul 5, 2012 (132 days) · Other
- S••••• A••• I••••••••• A•••••• S•••••••• I••• to B••• I••••••••• S•••••••• I•••left Dec 31, 2007, registered Aug 25, 2008 (238 days) · Other
- I••••• F•••••••• C••••••••• to S••••• A••• I••••••••• A•••••• S•••••••• I•••left Jul 20, 2006, registered Oct 10, 2006 (82 days) · Other
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to I••••• F•••••••• C•••••••••left Nov 1, 2004, registered Sep 12, 2005 (315 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
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address