DFX Intelligence
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Registered advisor
G•••••• P••• R••••••••
Chartered Financial Analyst
Feed of 09/15/2026
At current firm
2 y
since Sep 3, 2024
In the industry
19 y
since Sep 1, 2007 (earliest exam, job or registration)
Prior registered firms
0
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
n/a
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Professional profileWhat is shown hereOnly business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
what the firm itself publishes, with the page it was read from
- Title
- Senior Vice President, Senior Wealth Managerreportedlidoadvisors.comfirm site, Sep 15, 2026
- Designations
- CFAreportedlidoadvisors.comas printed on the bio page, Sep 16, 2026
- Years, as the firm states
- 25reportedlidoadvisors.com“With over 25 years in financial services, Greg has managed investment portfolios for high net worth and institutional clients, including banks, pension funds, and insurance companies.”
- Professional profile
- ••• Lockedreportedlidoadvisors.comfirm site, Sep 15, 2026
Registration history
IAPD current and previous registrations
- L••• independent RIA currentsince Sep 3, 2024 · Los Angeles, Ca
Moves
a registration end followed by a registration begin elsewhere
No firm change on the tape.
Signals
No dated event on this person.
Transition signalsWhat these will draw onThe 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.
Mobility scoring is not published yet.
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