# RICHARD JOSEPH GROEBL

RICHARD JOSEPH GROEBL is an investment adviser representative (IAR) with state registration records since 1995, appearing at 5 firms. Currently registered with UNITED CAPITAL FINANCIAL ADVISORS, LLC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [UNITED CAPITAL FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/134600) | 2025-12-19 | present | Yes |
| [ONEDIGITAL INVESTMENT ADVISORS LLC](https://search.stillhousedata.com/firm/106766) | 2015-11-20 | 2026-01-07 | — |
| [V WEALTH ADVISORS LLC](https://search.stillhousedata.com/firm/153278) | 2010-05-26 | 2017-01-03 | — |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2009-06-01 | 2010-05-10 | — |
| [CITIGROUP GLOBAL MARKETS INC.](https://search.stillhousedata.com/firm/7059) | 1995-11-01 | 2009-06-01 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2210932)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2210932.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.