AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
GT

Gregory V. Thornhill

Some features on this profile are disabled
CRD#: 2347795
GT

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Gregory Victor Thornhill, who also goes by Greg Thornhill, Gregory VIctory Thornhill, was a registered financial professional .

Gregory is a previously registered financial professional and started their career in finance in 1993. Gregory had worked at 4 firms and has passed the Series 63, Series 99TO, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Greg Thornhill | Gregory Victory Thornhill

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

April 28, 2022 - May 3, 2024

ENTRUSTODY FINANCIAL, LLC

BD
CRD#: 313565
Wauwatosa, WI
Past

February 10, 1999 - December 7, 2017

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
San Francisco, CA
Past

March 28, 1995 - May 12, 1997

BA INVESTMENT SERVICES, INC.

BD
CRD#: 12965
OAKLAND, CA
Past

May 6, 1993 - August 9, 1993

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
OAKDALE, MN

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 9/23/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 8/24/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


EF
ENTRUSTODY FINANCIAL, LLC
ENTRUSTODY FINANCIAL, LLC

CRD#: 313565 / SEC#: , 8-70686

BD
Terminated by SEC on 05/03/2024
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 10/23/2020
Firm type
Limited Liability Company
Fiscal year end
September
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
ENTRUSTODY INC.OWNER
KATZ, MARIEFINOP2457660
MOELLER, PATRICK JOSEPHCHIEF EXECUTIVE OFFICER5162559
PRESS, JEFFREY MITCHELLCHIEF COMPLIANCE OFFICER2269745
THORNHILL, GREGORY VICTORHEAD OF PLATFORM OPERATIONS2347795

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ENTRUSTODY FINANCIAL, LLC

CRD#: 313565

TRUST BUT VERIFY

Monitor Gregory Thornhill

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.