Gregory Dexter has held the title Member at First Source Investment Partners since July 2022, is a control person of the firm and directly owns between 50% and 75% of it. Gregory Dexter studied University of California at San Diego.
First Source Investment Partners, LLC is a Lone Tree, CO firm with $154M under management, 220 clients and 3 advisers in one office, as of its March 2026 filing.
Gregory Dexter is Founding Partner of Tier One Wealth Management, based in Lone Tree, CO. He is co-founder and managing partner of the firm. His career has spanned roles in the private sector as CEO, COO, CFO and as an equity partner for various industries, and for the past decade he has focused on goal based financial planning and wealth preservation.
Gregory Dexter’s longest registration was 7 years at SPC (2015–2022). Before joining First Source Investment Partners in 2022, Gregory Dexter was registered through SPC and Ameriprise Financial Services, Inc.
- Tier One Wealth ManagementCurrent– present · 4 yearsLone Tree, CO · Adviser representative · Firm CRD 322893
- SPC– · 7 yearsLone Tree, CO · Adviser representative · Firm CRD 110692
- Ameriprise Financial Services, Inc.– · 2 yearsLone Tree, CO · Adviser representative · Firm CRD 6363
- Axa Advisors, LLC– · under a yearDenver, CO · Adviser representative · Firm CRD 6627
Professional designations
Listed by First Source Investment Partners
- Accredited Investment Fiduciary®
- Chartered Retirement Planning Counselor®
Investment adviser representative registrations
Gregory Dexter is registered as an investment adviser representative in 2 states. Each was approved in October 2022.
- CaliforniaSince 11 October 2022
- ColoradoSince 11 October 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 22 December 2012 |
| Series 7 | General Securities Representative Examination | 20 November 2012 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Gregory Allen Dexter
- CRD
- 1467645
- Firm
- First Source Investment Partners · CRD 322893
- Role
- Member
- Office
- 9380 STATION STREET, SUITE 535, Lone Tree, CO 80124
- Registration
- Investment adviser registration
- In the industry since
- November 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- tieronewm.com
Where does Gregory Dexter work?
Gregory Dexter has held the title Member at First Source Investment Partners, LLC since July 2022, and is a control person of the firm.
Is Gregory Dexter a financial advisor?
Yes. Gregory Dexter has a current investment-adviser registration in California and Colorado, through First Source Investment Partners since October 2022.
How many years of experience does Gregory Dexter have?
Gregory Dexter has 13 years in the financial industry, since November 2012, across 4 adviser firms.
What exams has Gregory Dexter passed?
Gregory Dexter has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in November 2012. FINRA credited Gregory Dexter with the SIE, which began in October 2018.
Where did Gregory Dexter work before First Source Investment Partners?
Before First Source Investment Partners, Gregory Dexter was registered through SPC, February 2015 to October 2022; Ameriprise Financial Services, Inc., January 2013 to February 2015; Axa Advisors, LLC, January 2013 to January 2013.
Where is Gregory Dexter based?
Gregory Dexter’s registered office is in Lone Tree, CO.
Is Gregory Dexter registered with FINRA?
No. Gregory Dexter has no current broker registration.
How can I verify Gregory Dexter’s record?
Search CRD 1467645 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gregory Dexter’s full registration record.
