Gregory Dellinger is a registered investment advisor, based in Loveland, CO, with 39 years of industry experience.
Location
Loveland, CO
Get directionsHistory
Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2007Closed-No Action
Employment Separation After Allegations
October 2005Other Business Activities
Gregory is a branch owner/advisor for Dellinger Wealth Management, a DBA/support company. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2025 - Present · 1 yr 2 mos
Raymond James Financial Services, INC.Broker
March 2025 - Present · 1 yr 2 mos
Raymond James Financial Services, INC.
March 2025 - Present · 1 yr 2 mos
Previous Registrations
Raymond James & Associates, INC.
October 2005 - March 2025 · 19 yrs 5 mos
Raymond James & Associates, INC.Broker
October 2005 - March 2025 · 19 yrs 5 mos
Morgan Stanley
March 2003 - October 2005 · 2 yrs 7 mos
Morgan Stanley Dw INC.Broker
June 1987 - October 2005 · 18 yrs 4 mos
Scott & Stringfellow, INC.Broker
May 1986 - June 1987 · 1 yr 1 mo
State Registrations25 states
ALAZCACOFLGAHIIAIDKYLAMEMNMOMSNCNVNYOHPASCTNTXVAWV
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.