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Greyson R. Back

RUBICON ADVISORS
Grants Pass, OR
CRD#: 8158718
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GB
Greyson Russell Pierce BackRUBICON ADVISORS

Professional summary

Greyson Russell Pierce Back, who also goes by Greyson Back, is a registered financial advisor currently at RUBICON ADVISORS located in Grants Pass, Oregon and LPL FINANCIAL LLC located in Grants Pass, Oregon.

Greyson is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2025. Greyson has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Aliases

Greyson Back

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) - RIA

Click below to view Greyson Russell Pierce Back's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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

Current

December 12, 2025 - Present

RUBICON ADVISORS

RIA
CRD#: 174447
Grants Pass, OR
Current

October 2, 2025 - Present

LPL FINANCIAL LLC

Office #1: 315 Se 7th St., Ste D, Grants Pass, OR 97526
RIA
BD
CRD#: 6413
GRANTS PASS, OR
Past

November 25, 2025 - April 7, 2026

LPL FINANCIAL LLC

RIA
CRD#: 6413
FORT MILL, SC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RA
RUBICON ADVISORS
RUBICON ADVISORS | RUBICON PARTNERS, INC | RUBICON PARTNERS | RUBICON ADVISORS, INC | RUBICON ADVISORS, GP

CRD#: 174447 / SEC#: 801-109012

RIA
Registered Investment Advisory firm - (1/27/2017 Approved)
Arizona
Registered Investment Advisory firm - (2/8/2017 Terminated)
California
Registered Investment Advisory firm - (3/10/2017 Terminated)
Idaho
Registered Investment Advisory firm - (2/8/2017 Terminated)
New York
Registered Investment Advisory firm - (2/8/2017 Terminated)
Washington
Registered Investment Advisory firm - (2/8/2017 Terminated)

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alaska
(4/8/2026)
RR
Arizona
(4/8/2026)
RR
California
(4/8/2026)
RR
Florida
(4/8/2026)
RR
Georgia
(4/8/2026)
RR
Hawaii
(4/8/2026)
RR
Idaho
(4/8/2026)
RR
Montana
(4/8/2026)
RR
Nevada
(4/8/2026)
RR
Ohio
(4/9/2026)
RR
Oklahoma
(4/8/2026)
RR
Oregon
(11/25/2025)
IAR
Oregon
(12/12/2025)
RR
South Dakota
(4/8/2026)
RR
Tennessee
(4/8/2026)
RR
Texas
(4/8/2026)
RR
Utah
(4/8/2026)
RR
Washington
(4/8/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/24/2025
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/2/2025
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/15/2025
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

RA
RUBICON ADVISORS
RUBICON ADVISORS | RUBICON PARTNERS, INC | RUBICON PARTNERS | RUBICON ADVISORS, INC | RUBICON ADVISORS, GP

CRD#: 174447 / SEC#: 801-109012

RIA
Registered Investment Advisory firm - (1/27/2017 Approved)
Arizona
Registered Investment Advisory firm - (2/8/2017 Terminated)
California
Registered Investment Advisory firm - (3/10/2017 Terminated)
Idaho
Registered Investment Advisory firm - (2/8/2017 Terminated)
New York
Registered Investment Advisory firm - (2/8/2017 Terminated)
Washington
Registered Investment Advisory firm - (2/8/2017 Terminated)
Loading...

Contact information

Main Address
1640 East Cypress Suite A, Redding, CA 96002
Mailing Address
Phone number
(530) 223-5357
Established
Firm type
Fiscal year end
# of Employees
20

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV 2A - FIRM BROCHURE (SEC) (2/9/2026)
FORM ADV 2A APPENDIX 1 - WRAP FEE PROGRAM BROCHURE (2/9/2026)

Regulatory assets under management

Total Number of Accounts2,219
AUM (Assets Under Management)$ 420,724,128

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

RUBICON ADVISORS

CRD#: 174447Grants Pass, OR

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