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Current Employers
Grant Wealth Advisors Llc

Greenwich, CT • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-07-27
CT RA APPROVED 2026-03-31
NY RA APPROVED 2026-03-31
  • FL RA
    APPROVED
    Since 2026-07-27
  • CT RA
    APPROVED
    Since 2026-03-31
  • NY RA
    APPROVED
    Since 2026-03-31

Branch Locations

Ponte Vedra Beach, FL • United States

Greenwich, CT • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 05/2016 → 06/2020
    Market Compass Llc
    New York, NY
  • 06/2020 → 09/2022
    Exante Data
    New York, NY
  • 10/2022 → 03/2024
    Diamond Standard
    New York, NY
  • 03/2024 → 10/2024
    Unemployed
    Ponte Vedra Beach, FL
  • 10/2024 → 03/2026
    Oceanus Capital Partners
    Ponte Vedra Beach, FL
  • 03/2026 → Present
    Greenwich, CT
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-27
S63 Uniform Securities Agent State Law Examination 2002-02-28
  • S65 Uniform Investment Adviser Law Examination
    2024-11-27
  • S63 Uniform Securities Agent State Law Examination
    2002-02-28
Other Names
  • Amelia Aaron Bourdeau
  • Amelia Bourdeau

View on SEC IAPD

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