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Grant Thornton Financial Advisors LLC CRD 168751
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
500 N. Akard Suite 1200, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2023-11-14 |
| NY | RA | APPROVED | 2023-10-10 |
| TX | RA | APPROVED | 2023-10-10 |
| NC | RA | APPROVED | 2015-01-13 |
Branch Locations
1415 Vantage Park Drive Suite 500, Charlotte, NC 28203 • United States
500 N. Akard Suite 1200, Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grant Thornton Llp | Charlotte | NC | 06/2002 | 05/2024 |
| Grant Thornton Financial Advisors Llc | Charlotte | NC | 12/2014 | Present |
| Grant Thornton Advisors Llc | Charlotte | NC | 06/2024 | Present |
NAME: WILLMAC SERVICES LLC NOT INVESTMENT RELATED ADDRESS: 1211 CAMBRIDGE STREET, GASTONIA NC 28054 NATURE OF BUSINESS: REAL ESTATE APPRAISAL SERVICES POSITION: 10% OWNER/MEMBER START DATE: 1/2000 0 HOURS PER WEEK/MONTH DUTIES: INACTIVE PARTICIPANT Grant Thornton LLP; not investment-related; 171 N. Clark St. #200, Chicago, IL 60601; audit, tax and advisory services firm; Managing Director; 06/01/2002; approximately 160 hours/month devoted to the other business, approximately 140 hours/month devoted to the other business during securities trading hours; provide interim management, financial advisory, due diligence services for middle market clients
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