Christopher Grant Conness

Employer firm

Global Wealth Management Investment Advisory, Inc. CRD 286005

$723M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2009 → 08/2017
  Gf Investment Services, Llc
  Sarasota, FL
• 11/2009 → 08/2017
  Global Financial Private Capital
  Sarasota, FL
• 02/2017 → Present
  Global Wealth Management Investment Advisory, Inc.
  Fort Lauderdale, FL
• 04/2011 → Present
  Global Wealth Retirement Planning, Llc
  Fort Lauderdale, FL
• 08/2017 → 12/2023
  Madison Avenue Securities, Llc
  San Diego, CA
• 01/2025 → 12/2025
  Madison Avenue Securities
  San Diego, CA

Previous Registrations

• 2010-11-29 → 2018-04-19
  Global Financial Private Capital, Inc.
  Ft. Lauderdale, FL
  Sarasota, FL

Other Businesses

1.) NAME: GC HOLDINGS, LLC; INV RELATED:NO; ADDRESS:1301 E. BROWARD BLVD SUITE 200, FORT LAUDERDALE, FL 33301; NATURE:PERSONAL BUSINESS ACCOUNT (INCOME EXPENSES); POSITION:MANAGING MEMBER; START DATE:12/01/2015; HOURS/MONTH:20; TRADING HOURS/MONTH:20; DUTIES:OWNER 2.) NAME: GLOBAL WEALTH RETIREMENT PLANNING, LLC ; INV RELATED:YES; ADDRESS:1301 E. BROWARD BLVD SUITE 200, FORT LAUDERDALE, FL 33301; NATURE:INSURANCE AGENCY; POSITION:MANAGING DIRECTOR; START DATE:04/13/2017; HOURS/MONTH:20; TRADING HOURS/MONTH:20; DUTIES:OWNER 3.) NAME: GC MARKETING GROUP; INV RELATED:NO; ADDRESS:1301 E. BROWARD BLVD SUITE 200, FORT LAUDERDALE, FL 33301; NATURE: PAYING OUT MARKETING EXPENSES FOR THE FINANCIAL SERVICES OFFERED, CREATED FOR TAX PURPOSES. NO INCOME TO THE ENTITY IS FROM OUTSIDE SOURCES. ; POSITION:OWNER; START DATE:12/2018; HOURS/MONTH:20; TRADING HOURS/MONTH:20; DUTIES:MANAGEMENT 4.) NAME: GLOBAL MEDICARE SOLUTIONS: INV RELATED:NO; ADDRESS:1301 E. BROWARD BLVD SUITE 200, FORT LAUDERDALE, FL 33301; NATURE: MEDICARE; POSITION:OWNER; START DATE:5/2022; HOURS/MONTH:1; TRADING HOURS/MONTH:1; DUTIES:MANAGEMENT

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-10-22
• S63 Uniform Securities Agent State Law Examination
  2004-11-23

Other Names

• Grant C Conness