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Grant Wealth Advisors LLC CRD 339781
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Greenwich, CT • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-27 |
| CT | RA | APPROVED | 2026-03-31 |
| NY | RA | APPROVED | 2026-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Market Compass Llc | New York | NY | 05/2016 | 06/2020 |
| Exante Data | New York | NY | 06/2020 | 09/2022 |
| Diamond Standard | New York | NY | 10/2022 | 03/2024 |
| Unemployed | Ponte Vedra Beach | FL | 03/2024 | 10/2024 |
| Oceanus Capital Partners | Ponte Vedra Beach | FL | 10/2024 | 03/2026 |
| Grant Wealth Advisors Llc | Greenwich | CT | 03/2026 | Present |
I get paid by the hour as a consultant at Mirco1.ai for training AI. I work part time at retail store Target for hourly wage.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-27 |
| S63 | Uniform Securities Agent State Law Examination | 2002-02-28 |
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