# Bart Kendall Gregory

Bart Kendall Gregory is an investment adviser representative (IAR) with state registration records since 2007, appearing at 8 firms. Currently registered with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC.

## Registration history (9)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC](https://search.stillhousedata.com/firm/20472) | 2026-07-21 | present | Yes |
| [LPL ENTERPRISE, LLC](https://search.stillhousedata.com/firm/8733) | 2025-11-17 | 2026-04-09 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2024-05-16 | 2025-10-13 | — |
| [CREDIT UNION INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/144871) | 2023-05-09 | 2023-11-22 | — |
| [VANGUARD ADVISERS, INC.](https://search.stillhousedata.com/firm/106715) | 2022-08-03 | 2023-04-25 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2021-12-21 | 2022-08-01 | — |
| [ALLSTATE FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/109524) | 2015-08-26 | 2021-06-01 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2013-09-25 | 2014-01-02 | — |
| [EDWARD D. JONES & CO., L.P.](https://search.stillhousedata.com/firm/250) | 2007-01-23 | 2008-10-10 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4615974)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4615974.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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