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Registered advisor
G•••••• M• C••••••
Feed of 09/14/2026
Also filed as Greg Carrico
At current firm
9 y
since Jan 30, 2017
In the industry
19 y
since Jan 10, 2007 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
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••••• W••••• A•••••••• L•• independent RIA currentsince Jan 30, 2017 · Clinton Township, Mi
- L••••• W••••• A•••••••• L•• independent RIAJan 6, 2016 to Dec 31, 2016 · Clinton Township, Mi
- L••••• A•••••••• L•• formerNov 21, 2013 to Jan 5, 2016 · Berkley, Mi
Moves
a registration end followed by a registration begin elsewhere
- L••••• A•••••••• L•• to L••••• W••••• A•••••••• L••left Jan 5, 2016, registered Jan 6, 2016 (1 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
- Independent wealth managerderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address