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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

G•••••• M•••••• B••••

E••••• F••••••••• L••institutionalLittleton, CoIA-onlyIAPD 5770043

Feed of 09/14/2026

Also filed as Greg B••••

At current firm

4 y

since Jan 4, 2022

In the industry

17 y

since Nov 1, 2008 (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

E••••• F••••••••• L•• institutional current
since Jan 4, 2022 · Littleton, Co
N•••••• A••••••• BD affiliated
Nov 1, 2021 to Jan 2, 2024 · Littleton, Co
M•• A••••••• F•••••••• M••••••••• I••• former
Jan 2, 2013 to Nov 1, 2021 · Centennial, Co
F•••• A••••• A••••••• S•••••••• I••• former
Jul 2, 2012 to Dec 31, 2012 · Chesterfield, Mo
F•••• A••••• S••••••••• I••• former
Apr 7, 2011 to Jul 2, 2012 · Denver, Co

Moves

a registration end followed by a registration begin elsewhere

N•••••• A••••••• to E••••• F••••••••• L••
left Jan 2, 2024, registered Jan 4, 2022 (-728 days) · Other
M•• A••••••• F•••••••• M••••••••• I••• to N•••••• A•••••••
left Nov 1, 2021, registered Nov 1, 2021 (0 days) · corporate re-registration, not a move
F•••• A••••• A••••••• S•••••••• I••• to M•• A••••••• F•••••••• M••••••••• I•••
left Dec 31, 2012, registered Jan 2, 2013 (2 days) · Other
F•••• A••••• S••••••••• I••• to F•••• A••••• A••••••• S•••••••• I•••
left Jul 2, 2012, registered Jul 2, 2012 (0 days) · corporate re-registration, not a move

Signals

G•••••• M•••••• B•••• left N•••••• A••••••• for E••••• F••••••••• L•• (registered 2022-01-04)
Jan 2, 2024 · 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: Institutional managerderived
Years in industry: 17derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address