# NICHOLAS LOBERG

NICHOLAS LOBERG is an investment adviser representative (IAR) with state registration records since 2020, appearing at 6 firms. Currently registered with GREYSTONE FINANCIAL GROUP, LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [GREYSTONE FINANCIAL GROUP, LLC](https://search.stillhousedata.com/firm/306595) | 2026-04-24 | present | Yes |
| [CONCORDE ASSET MANAGEMENT, LLC](https://search.stillhousedata.com/firm/140367) | 2024-07-12 | 2026-03-20 | — |
| [SPECTRUM FINANCIAL RESOURCES](https://search.stillhousedata.com/firm/127453) | 2022-09-21 | 2024-06-26 | — |
| [UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER](https://search.stillhousedata.com/firm/20804) | 2022-05-23 | 2022-05-24 | — |
| [CORECAP ADVISORS](https://search.stillhousedata.com/firm/158819) | 2021-01-28 | 2022-05-05 | — |
| [HARBOR LIGHT PLANNING, LLC](https://search.stillhousedata.com/firm/129022) | 2020-02-10 | 2020-12-03 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6778518)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6778518.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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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.