Gregory Crosby has been an investment adviser representative at Southland Equity Partners since August 2018, and is not listed among the firm’s executive officers or direct owners.
Southland Equity Partners, LLC. is a firm with $891M under management, 1,766 clients and 21 advisers across 18 offices, as of its July 2026 filing.
Gregory Crosby’s longest registration was 16 years at FSC Securities Corporation (2006–2023). Before joining Southland Equity Partners in 2018, Gregory Crosby was registered through FSC Securities Corporation and Crosby, Trevino & Associates, Inc.
- Osaic Wealth, Inc.Also current– present · 2 yearsModesto, CA · Adviser representative · Firm CRD 23131
- – present · 8 yearsModesto, CA · Adviser representative · Firm CRD 154481
- – · under a yearModesto, CA · Adviser representative · Firm CRD 154481
- FSC Securities Corporation– · 16 yearsModesto, CA · Adviser representative · Firm CRD 7461
- Crosby, Trevino & Associates, Inc.– · 1 yearModesto, CA · Adviser representative · Firm CRD 135848
- FSC Securities Corporation– · 7 yearsModesto, CA · Adviser representative · Firm CRD 7461
Investment adviser representative registrations
Gregory Crosby is registered as an investment adviser representative in 2 states. The first approvals date from August 2018; the most recent is Texas, in November 2023.
- CaliforniaSince 21 August 2018
- TexasSince 3 November 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 30 January 1997 |
| Series 24 | General Securities Principal Examination | 22 March 1989 |
| Series 7 | General Securities Representative Examination | 19 October 1985 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Full name
- Gregory Alan Crosby
- CRD
- 1406664
- Firm
- Southland Equity Partners · CRD 154481
- Office
- 1101 Sylvan Ave, Suite B2, Modesto, CA 95350
- Registration
- Investment adviser and broker registrations
- In the industry since
- October 1985
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Gregory Crosby work?
Gregory Crosby is an investment adviser representative registered through Southland Equity Partners, LLC. since August 2018, and is not listed among the firm’s executive officers or direct owners.
Is Gregory Crosby a financial advisor?
Yes. Gregory Crosby has a current investment-adviser registration in California and Texas, through Southland Equity Partners since August 2018.
How many years of experience does Gregory Crosby have?
Gregory Crosby has 41 years in the financial industry, since October 1985, across 4 adviser firms.
What exams has Gregory Crosby passed?
Gregory Crosby has passed 3 licensing exams: the Series 7, Series 24 and Series 63. The earliest, the Series 7, was passed in October 1985. FINRA credited Gregory Crosby with the SIE, which began in October 2018.
Where did Gregory Crosby work before Southland Equity Partners?
Before Southland Equity Partners, Gregory Crosby was registered through Crosby, Trevino & Associates, Inc., June 2005 to December 2006; FSC Securities Corporation, July 1997 to December 2004.
Where is Gregory Crosby based?
Gregory Crosby’s registered office is in Modesto, CA.
Is Gregory Crosby registered with FINRA?
Yes. Gregory Crosby has a current broker registration, under CRD 1406664.
Source: FINRA BrokerCheck
How can I verify Gregory Crosby’s record?
Search CRD 1406664 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Gregory Crosby’s full registration record.