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Greg Gohr

Allworth Financial, L.P.

Waltham, MA

Folsom, CA

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Current Employers
Allworth Financial, L.P.

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-12-03
  • MA RA
    APPROVED
    Since 2025-12-03

Branch Locations

800 South St Suite 350, Waltham, MA 02453 • United States

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • 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
Commonwealth Financial Network Waltham MA 12/2000 02/2022
Fsa Wealth Management, Llc Needham MA 03/2022 12/2025
Allworth Financial Waltham MA 12/2025 Present
  • 12/2000 → 02/2022
    Commonwealth Financial Network
    Waltham, MA
  • 03/2022 → 12/2025
    Fsa Wealth Management, Llc
    Needham, MA
  • 12/2025 → Present
    Allworth Financial
    Waltham, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-03-16
S63 Uniform Securities Agent State Law Examination 2000-11-18
  • S65 Uniform Investment Adviser Law Examination
    2001-03-16
  • S63 Uniform Securities Agent State Law Examination
    2000-11-18
Other Names
  • Gregory James Gohr

View on SEC IAPD

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MONTIS FINANCIAL, LLC · WALTHAM, MA
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