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

E•••• G•••••••

C•••••• S••••• • C••• I•••national BDOmaha, Nedual registrantIAPD 6725404

Feed of 09/14/2026

Also filed as Emily A Greitens

At current firm

0 y

since Jan 5, 2026

In the industry

11 y

since Dec 1, 2014 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

C•••••• S••••• • C••• I••• national BD current
since Jan 5, 2026 · Omaha, Ne
E•••••• A••••••• G••••• L•• BD affiliated
Oct 17, 2024 to Aug 8, 2025 · Greenwood Village, Co
C•••••• S••••• • C••• I••• national BD
Sep 30, 2022 to Oct 4, 2024 · Omaha, Ne
T• A••••••••• I••••••••• M••••••••• L•• former
Jul 3, 2017 to Oct 25, 2020 · Omaha, Ne
T• A••••••••• I••• former
Jul 3, 2017 to Oct 14, 2022 · Omaha, Ne

Moves

a registration end followed by a registration begin elsewhere

E•••••• A••••••• G••••• L•• to C•••••• S••••• • C••• I•••
left Aug 8, 2025, registered Jan 5, 2026 (150 days) · Affiliated broker-dealer or bank to another
C•••••• S••••• • C••• I••• to E•••••• A••••••• G••••• L••
left Oct 4, 2024, registered Oct 17, 2024 (13 days) · Affiliated broker-dealer or bank to another
T• A••••••••• I••• to C•••••• S••••• • C••• I•••
left Oct 14, 2022, registered Sep 30, 2022 (-14 days) · channel change inside one enterprise, not a move · moved with a team
T• A••••••••• I••••••••• M••••••••• L•• to T• A••••••••• I•••
left Oct 25, 2020, registered Jul 3, 2017 (-1210 days) · channel change inside one enterprise, not a move · moved with a team

Signals

E•••• G••••••• left E•••••• A••••••• G••••• L•• for C•••••• S••••• • C••• I••• (registered 2026-01-05)
Aug 8, 2025 · Advisor changed firm · fact
E•••• G••••••• left C•••••• S••••• • C••• I••• for E•••••• A••••••• G••••• L•• (registered 2024-10-17)
Oct 4, 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: National broker-dealer RIAderived
Years in industry: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address