Kali Alyse Grant

Current Employers

Employment History

• 06/2009 → 11/2018
  Morgan Stanley Smith Barney
  Roseville, CA
• 11/2018 → Present
  Kingswood Capital Partners, Llc
  San Diego, CA
• 11/2018 → Present
  Dimensions Wealth Management, Llc
  Roseville, CA
• 08/2019 → Present
  Dimensions Wealth Management, Llc
  Roseville, CA
• 09/2019 → Present
  Dimensions Wealth Management, Llc
  Roseville, CA

Previous Registrations

• 2009-06-01 → 2018-11-05
  Morgan Stanley
  Roseville, CA
• 2007-07-23 → 2009-06-01
  Morgan Stanley & Co. Llc
  Roseville, CA
• 2005-08-12 → 2007-07-12
  A. G. Edwards & Sons, Inc.
  Lincoln Hills, CA
  Lincoln Hills, CA

Other Businesses

1. Name of Employer: Self. Location: Roseville, CA. Title: Notary Public/Signing Agent. Start Date: 03/01/2020. Number of hours per month: 5-10. Number of hours per month during trading hours: 0. Is NOT investment related. Duties: Completion of notarizing home loan documents. 2. Trustee of Rev Trust - No - 2476 Winding Way, Lincoln, CA 95648 - Assist w/finances of grantor - co-trustee - 2023 - 5-10hrs/mo - 0hrs/mo during trading hrs -Grantor passed and I am now the sole trustee of the trust, as well as a trust created for the benefit of the grantor's daughter per the stipulations of the original trust. 3. Placer Hillmen Football Booster Club; not investment related; 275 Orange Street, Auburn, CA 95603; Snack Bar Director; 08/17/2023; 10 hours per month; no hours during securities trading hours; Planning and purchasing of snack bar menu items and coordinating volunteers. 4) Trustee to personal friend's trust,Is Not Investment Related,"1476 Radcliffe Way, , Auburn, CA, 95603, United States",Trustee,Trustee,7/16/2021,2 hours per month,0 hours per month during trading hours,Other Compensation,"Co-trustee for the trust of a personal family friend. OBA submitted to Kingswood 07-16-2021

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-08-29
• S63 Uniform Securities Agent State Law Examination
  2004-06-14