Gregory E Hyde

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2016 → 12/2016
  Cv Brokerage, Inc.
  West Conshohocken, PA
• 01/2017 → 03/2017
  Investment Planners, Inc.
  Decatur, IL
• 01/2017 → 03/2017
  Ipi Wealth Management, Inc.
  Decatur, IL
• 03/2017 → 11/2021
  Edward Jones
  St.LOuis, MO
• 11/2021 → 10/2025
  Ameriprise Financial Services, Llc
  Dunwoody, GA
• 10/2025 → Present
  Lpl Financial Llc
  Atlanta, GA

Previous Registrations

• 2021-11-19 → 2025-10-09
  Ameriprise Financial Services, Llc
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA
• 2017-03-24 → 2021-11-23
  Edward Jones
  Marietta, GA
  St Louis, MO
  Acworth, GA
  Marietta, GA
• 2017-01-04 → 2017-03-06
  Ipi Wealth Management, Inc.
  Marietta, GA
• 2015-11-30 → 2016-07-13
  Horse Cove Partners Llc
  Atlanta, GA
• 2012-12-17 → 2014-11-24
  Calamos Advisors Llc
  Naperville, IL
• 2011-12-02 → 2012-12-12
  Calamos Wealth Management Llc
  Naperville, IL
• 2011-10-17 → 2011-11-14
  Truist Investment Services, Inc.
  Atlanta, GA
• 2007-03-30 → 2007-07-10
  Guggenheim Investments
  Marietta, GA
  Chicago, IL

Other Businesses

1. 10/08/2025- 360 Compass Advisors- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s)- Start Date 01/01/2025 2. 10/08/2025- Gregory Hyde- Non-Variable Insurance- Inv Rel- Atlanta, GA 30339- 5 Hrs Per Mnth- 1 Hr During Trading- Start Date 07/15/2024 3.10/24/2025 - WealthStead Financial Advisors - DBA for LPL Business (entity for LPL business) - Inv Rel- At Reported Business Location (s)- Start Date 01/01/2025 - 0hrs/mnth during Trading

Exams

• S66 Uniform Combined State Law Examination
  2011-10-13
• S65 Uniform Investment Adviser Law Examination
  1999-08-24
• S63 Uniform Securities Agent State Law Examination
  1983-11-03

Other Names

• Gregory Edward Hyde