GD
Gregory Dean Mattingly
CRD 4907986
Certified Financial Planner
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Preston Wealth Advisors, Llc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Preston Wealth Advisors, Llc.
Cfo, Managing Member · 25% – 50% · Aug 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗