DL
Derek L.(Mi Only) Gregoire
CRD 6384801
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Shp Wealth Management, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Shp Wealth Management, Llc
Vice President/Member · Less than 5% · Dec 2024
-
Triad Wealth Partners, Llc
Shareholder · 25% – 50% · Nov 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗