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Thomas Widney Greider

Investment Adviser Representative at ZUNA, LLC

Portland, ORCRD #4987763Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
20 yrs
States Registered
1 states
Exams Passed
3

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Oregon
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 11/21/2005
SIE
Securities Industry Essentials Examination
Passed 12/31/2014
Series 7
General Securities Representative Examination
Passed 10/10/2005

Approximate fees

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

Primary fee model
Assets Under Management (AUM)
Source

ZUNA, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

ZUNA, LLCCurrent
11/22/2021 – Portland, OR
ROEHL & YI INVESTMENT ADVISORS, LLC
1/12/2006 – 2/16/2021Eugene, OR
KMS FINANCIAL SERVICES, INC
11/22/2005 – 12/31/2014Eugene, OR

Official records & sources

FINRA BrokerCheck record
Official broker registration & regulatory record
SEC IAPD record
SEC investment adviser registration record

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at ZUNA, LLC

2 other advisors in the directory

Carrie Anne Hepburn
Investment Adviser Representative
Investment Adviser Rep
Aalok Kirit Shah
Investment Adviser Representative
Dual-registered
View ZUNA, LLC firm profile
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. Thomas Widney Greider 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.