Donald Grant

Current Employers

Employment History

• 10/2016 → Present
  Kestra Investment Services, Llc
  Wichita, KS
• 08/2013 → 09/2016
  Carey, Thomas, Hoover & Breault Advisors
  Wichita, KS
• 10/2016 → Present
  Kestra Advisory Services,Llc
  Wichita, KS

Previous Registrations

• 2013-08-16 → 2016-12-31
  Carey, Thomas, Hoover & Breault Advisors
  Wichita, KS
• 2009-06-01 → 2013-09-04
  Morgan Stanley
  Wichita, KS
• 2002-04-22 → 2009-06-01
  Citigroup Global Markets Inc.
  Wichita, KS
  Wichita, KS

Other Businesses

Busi Name: OrgO LLC Inv Rel: N Address: 7 E Swallow Lane Wichita KS 67230 NOB: Other /None of the Above unused at this time POS: principal Strt Date: 4/23/2015 Hrs/mo: 0% - 10% (0 - 16 hrs) Hrs/mo during trading hrs: 0% - 10% (0 - 14 hrs) Duties: nothing yet other than creator of LLC Busi Name: Donald Samuelson Inv Rel: N Address: 7 E Swallow Lane Wichita KS 67230 NOB: Real Estate POS: Owner and manager Strt Date: 2/15/2006 Hrs /mo: 0% - 10% (0 - 16 hrs) Hrs /mo during trading hrs: 0% - 10% (0 - 14 hrs) Duties: I maintain and manage three residential rental properties Busi Name: Wichita Wagonmasters Inv Rel: N Address: 1865 W Museum Bl Wichita KS 67203 NOB: Board Position (Board of Directors, Board of Trustees, etc.) POS: Board Member Start Date: 12/4/2003 Hrs/mo: 0% - 10% (0 - 16 hrs) Hrs/mo during trading hrs: 0% - 10% (0 - 14 hrs) Duties: guide the organization in it's purpose Busi Name: Carey,Thomas, Hoover and Breault Advisors Inv Rel: Y Address: 8080 E Central Suite 200 Wichita KS 67206 NOB: Investment Advisory services through an independent outside RIA POS: Certified Financial Planner and Investment Advisor Start Date: 8/16/2013 Hrs /mo: 100%+ (More than 160 hrs) Hrs /mo during trading hrs: Up to 100% (0 to 160 hrs) Duties: provide financial planning and securities investment guidance Busi Name: FORTIS ADVISORS LLC POS: Member NOB: Investment advisory services through Kestra Advisory Services, LLC INV REL: Y #OF HRS: 1 SECURITIES TRADING HRS: 1 START DATE: 10/25/2021 ADDRESS: 8080 E Central, Suite 200, wichita KS 67206m DESC: LLC was created solely for the purpose for accounts payable, payroll and vendor contracts (copier, phone, wifi, etc...) Busi Name: KESTRA ADVISORY SERVICES POS: Investment Advisor NOB: Investment advisory services through Kestra Advisory Services, LLC INV REL: Y #OF HRS: 10 SECURITIES TRADING HRS: 35 START DATE: 02/15/2022 ADDRESS: 8080 E Central, Suite 200, Wichita KS 67206 DESC: construct and maintain investment allocations for clients Busi Name: DON SAMUELSON AS LANDLORD - RENTAL PROPERTIES POS: owner NOB: Real Estate INV REL: Yes #OF HRS: 3 SECURITIES TRADING HRS: 0 START DATE: 02/15/2022 ADDRESS: 133 S Oakwood Street, Wichita KS 67218 DESC: I maintain and lease residential properties Busi Name: SABRE WEALTH POS: partner/investment advisor NOB: Registered rep activities through Kestra Investment Services INV REL: Y #OF HRS: 120 SECURITIES TRADING HOURS: 32 START DATE: 01/03/2023 ADDRESS: 1223 N Rock Road, Suite G300, Wichita KS 67206 DESC: I will provide investment advisory and financial planning services to current clients. Busi Name: NSF PARTNERS, LLC POS: investor NOB: Real Estate INV REL: Y #OF HRS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/14/2023 ADDRESS: 114 N St Francis, Wichita KS 67208 DESC: confer with investor partners for the best use of the commercial property. Busi Name: 1211 PARTNERS, LLC POS: investor NOB: Real Estate INV REL: Y #OF HRS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/14/2023 ADDRESS: 1211 E Douglas Ave, Wichita KS 67208 DESC: I have invested personal assets, and work equally with other investment partners to make decisions on maintenance of the property.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-04-05
• S63 Uniform Securities Agent State Law Examination
  2002-03-27

Designations

Other Names

• Don Grant
• Donald Grant Samuelson