Best Investors Account Sign in
Inactive

Dylan Jacob Greenberg

Greenberg Financial Group

Tucson, AZ

Claim This Profile
Current Employers
Greenberg Financial Group

4511 N Campbell Ave #255, Tucson, AZ 85718-6423 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-02-27
  • AZ RA
    APPROVED
    Since 2025-02-27

Branch Locations

4511 N Campbell Ave #255, Tucson, AZ 85718-6423 • 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
Central Bank & Trust Company Lexington KY 06/2017 08/2017
Rbc Wealth Management Minneapolis MN 06/2018 08/2018
Greenberg Financial Group Tucson AZ 08/2018 Present
Not Employed Tucson AZ 08/2007 06/2017
Not Employed Lexington KY 08/2017 06/2018
  • 06/2017 → 08/2017
    Central Bank & Trust Company
    Lexington, KY
  • 06/2018 → 08/2018
    Rbc Wealth Management
    Minneapolis, MN
  • 08/2018 → Present
    Greenberg Financial Group
    Tucson, AZ
  • 08/2007 → 06/2017
    Not Employed
    Tucson, AZ
  • 08/2017 → 06/2018
    Not Employed
    Lexington, KY
Previous Registrations
Other Businesses

Assistant Football Coach for Tucson HS. non investment related, 20 hours per week, zero during securities trading hours, compensated.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-05-17
  • S66 Uniform Combined State Law Examination
    2019-05-17

View on SEC IAPD

Other Firms

IRONWOOD FINANCIAL, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
ALLSTATE FINANCIAL ADVISORS, LLC
AIO FINANCIAL, LLC
EDWARD JONES
FINANCIAL DIRECTIONS LLC
COMMONWEALTH FINANCIAL NETWORK

Other Investors

MARTIN ANTHONY SMITH
ALEXANDER DEVEREAUX PARRS
ROBIN RODGERS DOLEZAL
DARREN GRANT HESSELINK
DANIEL SHAY NENTL
DAVID A. NIICHEL
EMILY MARIE Delgado
DAVID CUNNINGHAM RENZI

Other Offices

IRONWOOD FINANCIAL, LLC · TUCSON, AZ
IRONWOOD FINANCIAL, LLC · TUCSON, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · TUCSON, AZ
WELLS FARGO CLEARING SERVICES, LLC · TUCSON, AZ
ALLSTATE FINANCIAL ADVISORS, LLC · Tucson, AZ
AIO FINANCIAL, LLC · TUCSON, AZ
EDWARD JONES · TUCSON, AZ
FINANCIAL DIRECTIONS LLC · TUCSON, AZ

More in Tucson, AZ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor