SHANNON G GREY is an investment adviser representative (IAR) with state registration records since 2016, appearing at 4 firms. Currently registered with ORIGIN INVESTMENT ADVISORY LLC, INVESTEDGE PLANNING LLC.
| Firm | From | To | Current |
|---|---|---|---|
| INVESTEDGE PLANNING LLC | 2024-11-19 | present | Yes |
| PFG ADVISORS | 2024-11-06 | 2024-11-18 | — |
| ORIGIN INVESTMENT ADVISORY LLC | 2022-10-31 | present | Yes |
| INVESTEDGE PLANNING LLC | 2021-09-13 | 2024-10-31 | — |
| CHARLES SCHWAB & CO., INC. | 2016-05-03 | 2019-12-04 | — |