Greyson Back has been an investment adviser representative at Rubicon Advisors, GP since December 2025, and is not listed among the firm’s executive officers or direct owners.
Rubicon Advisors, GP is a Redding, CA firm with $421M under management, 1,391 clients and 19 advisers across 6 offices, as of its September 2026 filing.
Greyson Back’s longest registration is the current one, under a year at Rubicon Advisors, GP since 2025. Before joining Rubicon Advisors, GP in 2025, Greyson Back was registered through LPL Financial LLC.
- Rubicon AdvisorsCurrent– present · under a yearGrants Pass, OR · Adviser representative · Firm CRD 174447
- LPL Financial LLC– · under a yearFort Mill, SC · Adviser representative · Firm CRD 6413
Investment adviser representative registrations
Greyson Back is registered as an investment adviser representative in 2 states. The first approvals date from December 2025; the most recent is Texas, in September 2026.
- OregonSince 12 December 2025
- TexasSince 22 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 24 November 2025 |
| Series 7TO | General Securities Representative Examination | 2 October 2025 |
| SIE | Securities Industry Essentials Examination | 15 July 2025 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Greyson Russell Pierce Back
- CRD
- 8158718
- Firm
- Rubicon Advisors, GP · CRD 174447
- Office
- Grants Pass, OR
- Registration
- Investment adviser and broker registrations
- In the industry since
- October 2025
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Greyson Back work?
Greyson Back is an investment adviser representative registered through Rubicon Advisors, GP since December 2025, and is not listed among the firm’s executive officers or direct owners.
Is Greyson Back a financial advisor?
Yes. Greyson Back has a current investment-adviser registration in Oregon and Texas, through Rubicon Advisors, GP since December 2025.
How many years of experience does Greyson Back have?
Greyson Back has 1 year in the financial industry, since October 2025, across 2 adviser firms.
What exams has Greyson Back passed?
Greyson Back has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in July 2025.
Where is Greyson Back based?
Greyson Back’s registered office is in Grants Pass, OR.
Is Greyson Back registered with FINRA?
Yes. Greyson Back has a current broker registration, under CRD 8158718.
Source: FINRA BrokerCheck
How can I verify Greyson Back’s record?
Search CRD 8158718 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Greyson Back’s full registration record.