Randall Silvey has been an investment adviser representative at Gilbert Greg RIA since April 2020, and is not listed among the firm’s executive officers or direct owners.
Gilbert Greg RIA, LLC is an Oakland, CA firm with $174M under management, 657 clients and 35 advisers across 35 offices, as of its May 2026 filing.
Randall Silvey’s longest registration is the current one, 6 years at Gilbert Greg RIA since 2020. Before joining Gilbert Greg RIA in 2020, Randall Silvey was registered through Infinity Financial Services and LPL Financial LLC.
- – present · 6 yearsLees Summit, MO · Adviser representative · Firm CRD 304981
- Infinity Financial Services– · 3 yearsOakland, CA · Adviser representative · Firm CRD 144302
- LPL Financial LLC– · 3 yearsLees Summit, MO · Adviser representative · Firm CRD 6413
- Bancwest Investment Services, Inc. (Bwis) and Bwis D/B/A Fhis– · 2 yearsKansas City, MO · Adviser representative · Firm CRD 29357
- U.S. Bancorp Investments, Inc.– · 1 yearIndependence, MO · Adviser representative · Firm CRD 17868
- Bancwest Investment Services, Inc.– · 3 yearsLees'S Summit, MO · Adviser representative · Firm CRD 29357
- Invest Financial Corporation– · 1 yearLees'S Summit, MO · Adviser representative · Firm CRD 12984
- Chase Investment Services Corp.– · under a yearChicago, IL · Adviser representative · Firm CRD 25574
- Banc One Securities Corporation– · under a yearIndianapolis, IN · Adviser representative · Firm CRD 16999
- Merrill Lynch Pierce Fenner & Smith Inc.– · under a yearLeawood, KS · Adviser representative · Firm CRD 7691
- UBS Painewebber Inc.– · 1 yearOverland Park, KS · Adviser representative · Firm CRD 8174
Investment adviser representative registrations
Randall Silvey is registered as an investment adviser representative in 7 states, as a resident of Texas. The first approvals date from April 2020; the most recent is Oregon, in November 2021.
- CaliforniaSince 17 April 2020
- MassachusettsSince 15 May 2020
- MissouriSince 15 March 2021
- NevadaSince 21 October 2021
- New MexicoSince 29 April 2020
- OregonSince 3 November 2021
- TexasResidentSince 16 April 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 15 November 2001 |
| Series 7 | General Securities Representative Examination | 25 October 2001 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Randall W Silvey
- CRD
- 4457477
- Firm
- Gilbert Greg RIA · CRD 304981
- Office
- Lees Summit, MO
- Registration
- Investment adviser and broker registrations
- In the industry since
- September 2003
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Randall Silvey work?
Randall Silvey is an investment adviser representative registered through Gilbert Greg RIA, LLC since April 2020, and is not listed among the firm’s executive officers or direct owners.
Is Randall Silvey a financial advisor?
Yes. Randall Silvey has a current investment-adviser registration in California, Massachusetts, Missouri, Nevada, New Mexico, Oregon and Texas, through Gilbert Greg RIA since April 2020.
How many years of experience does Randall Silvey have?
Randall Silvey has 23 years in the financial industry, since September 2003, across 10 adviser firms.
What exams has Randall Silvey passed?
Randall Silvey has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in October 2001. FINRA credited Randall Silvey with the SIE, which began in October 2018.
Where did Randall Silvey work before Gilbert Greg RIA?
Before Gilbert Greg RIA, Randall Silvey was registered through LPL Financial LLC, August 2013 to March 2017; Bancwest Investment Services, Inc. (Bwis) and Bwis D/B/A Fhis, April 2011 to August 2013; U.S. Bancorp Investments, Inc., December 2009 to April 2011; Bancwest Investment Services, Inc., September 2006 to November 2009; Invest Financial Corporation, July 2005 to August 2006; Chase Investment Services Corp., July 2005 to July 2005; Banc One Securities Corporation, March 2005 to July 2005; Merrill Lynch Pierce Fenner & Smith Inc., February 2003 to June 2003; UBS Painewebber Inc., January 2002 to January 2003.
Where is Randall Silvey based?
Randall Silvey’s registered office is in Lees Summit, MO.
Is Randall Silvey registered with FINRA?
Yes. Randall Silvey has a current broker registration, under CRD 4457477.
Source: FINRA BrokerCheck
How can I verify Randall Silvey’s record?
Search CRD 4457477 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Randall Silvey’s full registration record.