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 Marshall Greene
Feed of 09/14/2026
Also filed as Gregory M. Greene
At current firm
8 y
since Sep 28, 2017
In the industry
15 y
since Mar 7, 2011 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66, 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
- Cetera Investment Advisers LLC BD affiliated currentsince Sep 28, 2017 · Morristown, Tn
- Bb&T Investment Services, Inc. formerApr 4, 2017 to Sep 15, 2017 · Charlotte, Nc
- Cetera Investment Advisers LLC BD affiliatedJul 2, 2014 to Mar 31, 2017 · Pensacola, Fl
- Pnc Wealth Management BD affiliatedAug 28, 2013 to Jul 3, 2014 · Spanish Fort, Al
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSep 6, 2012 to Jul 8, 2013 · Knoxville, Tn
Moves
a registration end followed by a registration begin elsewhere
- Bb&T Investment Services, Inc. to Cetera Investment Advisers LLCleft Sep 15, 2017, registered Sep 28, 2017 (13 days) · Other
- Cetera Investment Advisers LLC to Bb&T Investment Services, Inc.left Mar 31, 2017, registered Apr 4, 2017 (4 days) · Other
- Pnc Wealth Management to Cetera Investment Advisers LLCleft Jul 3, 2014, registered Jul 2, 2014 (-1 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Pnc Wealth Managementleft Jul 8, 2013, registered Aug 28, 2013 (51 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
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address