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Gregory Thomas Lord

Raymond James & Associates, Inc.

Carmel, IN

Vero Beach, FL

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Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-02-03
TX RA APPROVED 2021-09-16
IN RA APPROVED 2007-08-28
  • FL RA
    APPROVED
    Since 2025-02-03
  • TX RA
    APPROVED
    Since 2021-09-16
  • IN RA
    APPROVED
    Since 2007-08-28

Branch Locations

11611 N Meridian St Ste 600, Carmel, IN 46032-7118 • United States

Vero Beach, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James & Associates, Inc. Indianapolis IN 08/2007 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-11-15
S63 Uniform Securities Agent State Law Examination 1988-08-31
  • S65 Uniform Investment Adviser Law Examination
    1994-11-15
  • S63 Uniform Securities Agent State Law Examination
    1988-08-31
Designations
Other Names
  • Greg Lord

View on SEC IAPD

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WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
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WILLIAMSON LEGACY GROUP, LLC

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ADAM TREVOR BUNDAY
GARY MICHAEL BRIDWELL
DAKOTA A BUNDAY
CHRISTOPHER JOHN ROUTT
DAVID STEWART LANE WEIR
CATHERINE HARSTICK
BRYAN DAVID KLEMM
TODD ALAN BIEBERICH

Other Offices

VALIC FINANCIAL ADVISORS, INC. · CARMEL, IN
OPPENHEIMER ASSET MANAGEMENT · CARMEL, IN
ONEAMERICA SECURITIES, INC. · CARMEL, IN
LPL FINANCIAL LLC · CARMEL, IN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Carmel, IN
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CARMEL, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Carmel, IN
WILLIAMSON LEGACY GROUP, LLC · Carmel, IN

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