STEVEN HARVERD GREIG is an investment adviser representative (IAR) with state registration records since 2009, appearing at 8 firms. Currently registered with CREATIVEONE WEALTH, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CREATIVEONE WEALTH, LLC | 2026-07-17 | present | Yes |
| IAMS WEALTH MANAGEMENT, LLC | 2025-07-17 | 2026-07-20 | — |
| GRADIENT ADVISORS, LLC | 2025-01-15 | 2025-07-16 | — |
| CREATIVEONE WEALTH, LLC | 2024-07-12 | 2025-01-28 | — |
| SIMPLICITY WEALTH LLC | 2024-01-31 | 2024-07-12 | — |
| BROOKSTONE WEALTH ADVISORS, LLC | 2023-10-02 | 2024-01-17 | — |
| FORTRESS WEALTH MANAGEMENT | 2013-08-21 | 2017-12-04 | — |
| CETERA WEALTH SERVICES, LLC | 2012-12-21 | 2013-08-19 | — |
| INVESTMENT ADVISORS CORP | 2009-06-04 | 2010-12-31 | — |