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Gary Lawson Grigsby

Allworth Financial, L.P.

Addison, TX

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
CA RA APPROVED 2021-05-20
TX RA APPROVED 2021-05-20
  • CA RA
    APPROVED
    Since 2021-05-20
  • TX RA
    APPROVED
    Since 2021-05-20

Branch Locations

15725 Dallas Parkway, Suite 600, Addison, TX 75001 • 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
United Capital Financial Advisers, Llc Newport Beach CA 12/2016 12/2020
None Houston TX 04/2016 12/2016
Girard Securities San Diego CA 12/2016 11/2017
Cetera Advisor Networks Llc El Segundo CA 11/2017 07/2020
My Ria Lawyer Atlanta GA 03/2021 04/2021
Unemployed Colleyville TX 01/2021 03/2021
Allworth Financial Addison TX 05/2021 Present
Aw Securities Addison TX 05/2021 Present
  • 12/2016 → 12/2020
    United Capital Financial Advisers, Llc
    Newport Beach, CA
  • 04/2016 → 12/2016
    None
    Houston, TX
  • 12/2016 → 11/2017
    Girard Securities
    San Diego, CA
  • 11/2017 → 07/2020
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 03/2021 → 04/2021
    My Ria Lawyer
    Atlanta, GA
  • 01/2021 → 03/2021
    Unemployed
    Colleyville, TX
  • 05/2021 → Present
    Allworth Financial
    Addison, TX
  • 05/2021 → Present
    Aw Securities
    Addison, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-07-14
S63 Uniform Securities Agent State Law Examination 1999-02-19
  • S65 Uniform Investment Adviser Law Examination
    1999-07-14
  • S63 Uniform Securities Agent State Law Examination
    1999-02-19

View on SEC IAPD

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