AdFi
DG

David Gilreath

Investment Adviser Representative at ALLWORTH FINANCIAL, L.P.

Indianapolis, INCRD #730793Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
26 yrs
States Registered
1 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Indiana
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 9/21/1995
Series 63
Uniform Securities Agent State Law Examination
Passed 6/3/1981
Series 3
National Commodity Futures Examination
Passed 10/21/1986
Series 7
General Securities Representative Examination
Passed 5/16/1981
Series 8
General Securities Sales Supervisor Examination (Options Module & General Module)
Passed 4/22/1986

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.02
Source

Allworth Financial, L.P. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

ALLWORTH FINANCIAL, L.P.Current
5/30/2025Indianapolis, IN
INNOVATIVE PORTFOLIOS LLC
10/28/201510/13/2025Indianapolis, IN
SHEAFF BROCK INVESTMENT ADVISORS, LLC
10/26/20009/12/2025Indianapolis, IN
SALZINGER SHEAFF BROCK, LLC
10/28/20156/26/2025Indianapolis, IN
SELLERY PORTFOLIO MANAGEMENT, LLC
12/23/20153/17/2017Indianapolis, IN

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. David Gilreath has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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