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
Drew Gress
Feed of 09/15/2026
At current firm
4 y
since Nov 10, 2021
In the industry
15 y
since Jun 1, 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
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
- Cambridge Investment Research Advisors, Inc. BD affiliated currentsince Nov 10, 2021 · Hunt Valley, Md
- Securities America Advisors, Inc. formerSep 18, 2020 to Nov 10, 2021 · Towson, Md
- The Marshall Financial Group LLC independent RIAFeb 28, 2018 to May 31, 2019 · Towson, Md
- Ssn Advisory, Inc. formerDec 7, 2016 to Sep 18, 2020 · Towson, Md
- Hornor, Townsend & Kent, LLC independent RIANov 6, 2015 to Dec 15, 2016 · Towson, Md
Moves
a registration end followed by a registration begin elsewhere
- Securities America Advisors, Inc. to Cambridge Investment Research Advisors, Inc.left Nov 10, 2021, registered Nov 10, 2021 (0 days) · Affiliated broker-dealer or bank to another · moved with a team
- Ssn Advisory, Inc. to The Marshall Financial Group LLCleft Sep 18, 2020, registered Feb 28, 2018 (-933 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- The Marshall Financial Group LLC to Securities America Advisors, Inc.left May 31, 2019, registered Sep 18, 2020 (476 days) · RIA to affiliated broker-dealer or bank · moved with a team
- Hornor, Townsend & Kent, LLC to Ssn Advisory, Inc.left Dec 15, 2016, registered Dec 7, 2016 (-8 days) · Other · moved with a team
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