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106 Main Street Suite D, Matawan, NJ 07747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2021-04-12 |
Branch Locations
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Union | NJ | 10/2015 | 03/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Inc | Union | NJ | 10/2015 | 03/2018 |
| Calton & Associates, Inc. | Matawan | NJ | 03/2018 | Present |
| Grantvest Financial Group, Llc | Matawan | NJ | 04/2021 | Present |
1) GRANTvest Financial Group, LLC. Investment Related. 106 Main St, Suite D Matawan New Jersey, 07747. Nature of Business: RIA-Financial Planning Primarily ETF's and Equities. Title: Advisor RIA. Start Date: 04/01/2021. Hours per Month: 20-40 Hours. Duties: Duties of an IAR. 2) JBT Benefits Group. Non Investment related. Address 106 Main Street, Suite D, Matawan NJ 07747, DBA for supplemental insurance benefits. 10 Hours per month 3) FED RP, LLC - A DBA for marketing services of GrantVest Financial Group to Federal Employees. Address- 106 Main Street, Suite E, Matawan NJ 07747. O hours per month. Start Date 09/2023.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-01 |
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