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Kevin Thomas Grady

Eversource Wealth Advisors, LLC

Spokane, WA

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Current Employers
Eversource Wealth Advisors, Llc

3500 Colonnade Parkway Suite 150, Birmingham, AL 35243 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2023-04-18
  • WA RA
    APPROVED
    Since 2023-04-18

Branch Locations

609 N Argonne Road Suite # A, Spokane, WA 99212 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Cambridge Investment Research, Inc Fairfield IA 09/2014 04/2023
Cambridge Investment Research Advisors, Inc Fairfield IA 09/2014 04/2023
Eversource Wealth Advisors, Llc Spokane WA 04/2023 Present
Previous Registrations
Other Businesses

(1). Mr. Grady serves as a licensed independent insurance agent through Grady Financial Network, LLC which is also the DBA for his advisory business at the address 609 N Argonne Rd, Suite A, Spokane Valley, WA 99212. He has been an agent since 05/2002 and has maintained the LLC since 01/2012. This is investment related and he spends approximately 16 hours per month on this outside business with 8 hours during trading hours. (2). Mr. Grady serves Innovia Foundation as an investment committee member at the address 818 W Riverside Ave Suite #650, Spokane, WA 99201. He has been a board member since 02/2019 and writes reports for the committee chair. He spends approximately 2 hours per month and 0 hours during trading hours on this activity. This is investment related. (3). Mr. Grady serves as an advisory board member for Adult and Teen Challenge of Spokane at the address 2400 N Craig Rd, Spokane, WA 99224. He started this 01/2021 and meets quarterly with the board. He spends approximately 1 hour per month and 0 hours during trading hours on this activity. This is not investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-11-28
S63 Uniform Securities Agent State Law Examination 2001-10-04
  • S66 Uniform Combined State Law Examination
    2006-11-28
  • S63 Uniform Securities Agent State Law Examination
    2001-10-04
Designations

View on SEC IAPD

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