Gregory Richesin is a registered investment advisor, based in Dallas, TX, with 21 years of industry experience.
Location
100 Crescent Ct, Ste 1000, Dallas, TX, 75201
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Truist Investment Services, INC.
April 2024 - Present · 2 yrs 1 mo
Truist Advisory Services, INC.
April 2024 - Present · 2 yrs 1 mo
Truist Investment Services, INC.Broker
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2022 - March 2024 · 1 yr 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2022 - March 2024 · 1 yr 8 mos
Citi Private Advisory, LLCBroker
March 2017 - July 2022 · 5 yrs 4 mos
Citigroup Global Markets INC.
November 2007 - July 2022 · 14 yrs 8 mos
Citigroup Global Markets INC.Broker
November 2007 - July 2022 · 14 yrs 8 mos
Suntrust Investment Services, INC.
September 2006 - August 2007 · 11 mos
Suntrust Investment Services, INC.Broker
September 2006 - August 2007 · 11 mos
Bb&t Investment Services, INC.
October 2005 - August 2006 · 10 mos
Bb&t Investment Services, INC.Broker
September 2005 - August 2006 · 11 mos
First Union Brokerage Services, INC.Broker
May 1996 - September 1997 · 1 yr 4 mos
State Registrations1 state
TX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.