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Gregory David Phelps

Allworth Financial, L.P.

Las Vegas, NV

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
NV RA APPROVED 2023-03-24
  • NV RA
    APPROVED
    Since 2023-03-24

Branch Locations

8945 W Russell Road Suite 205, Las Vegas, NV 89148 • 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
Redrock Wealth Management Las Vegas NV 04/2005 02/2023
Allworth Financial, L.P. Folsom CA 02/2023 Present
Previous Registrations
  • 2023-02-14 → 2023-03-30
    Redrock Wealth Management, Llc
    Las Vegas, NV
  • 2005-04-21 → 2022-12-31
    Redrock Wealth Management, Llc
    Henderson, NV
    Las Vegas, NV
  • 2002-03-14 → 2005-04-15
    Choreo, Llc
    Las Vegas, NV
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-11-01
S63 Uniform Securities Agent State Law Examination 1995-05-22
  • S66 Uniform Combined State Law Examination
    2001-11-01
  • S63 Uniform Securities Agent State Law Examination
    1995-05-22
Designations

View on SEC IAPD

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Other Offices

YH&C INVESTMENTS INC. · LAS VEGAS, NV
MM MACHINE, LLC · LAS VEGAS, NV
QUANTIFIX CAPITAL MANAGEMENT, LLC · LAS VEGAS, NV
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LAS VEGAS, NV
AI AGENT CAPITAL, LLC · LAS VEGAS, NV
BETTER CAPITAL MANAGEMENT LLC · LAS VEGAS, NV
U.S. BANCORP ADVISORS, LLC · Las Vegas, NV
ROSTEN CAPITAL INVESTMENTS LLC · LAS VEGAS, NV

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