Robert Mattmuller Grant

Current Employers

Employment History

• 04/2007 → 02/2025
  Concourse Financial Group Securities Inc (Fka Proequities Inc)
  Gulf Shores, AL
• 10/2013 → Present
  (Dba) Grant Wealth Management Llc
  Fairhope, AL
• 09/2021 → Present
  Truewealth Advisors
  Gulf Shores, AL
• 02/2025 → Present
  Cetera Wealth Services, Llc
  Gulf Shores, AL

Previous Registrations

• 2007-10-15 → 2021-09-08
  Concourse Financial Group Securities, Inc.
  Mobile, AL
  Gulf Shores, AL
  Birmingham, AL

Other Businesses

1. (dba) GRANT WEALTH MANAGEMENT LLC; Investment Related; 117 Cove Avenue, Gulf Shores, AL 36542;Insurance and Financial Services; Founding Partner; Start Date 09/2013; 160 hours per month; Life, Disability and Long-Term Care insurance product sales and service; Assist clients in putting together a financial plan that includes retirement, investments, and risk management products. // 2. MATT MULLER, LLC; Non-Investment Related; P O Box 150, Gulf Shores, AL 36547; Timber Harvesting; Named on Checking Account; Start Date 05/2015; 2 hours per month with no hours per month during trading hours; My father and I are the two people voted on by the four members of the LLC to be in charge of the LLC's checking account. The four members are my mother and her three siblings. // 3. TRI-CITY FOUNDATION; Non-Investment Related; 212 St Joseph Street, Mobile, AL 36602; Organization; Board Member; Start Date 01/2020; 1 hour or less per month; I am one of 12 board members tasked with reviewing and approving grants or other monetary requests from various local non-profits and charitable organizations. We meet quarterly to review upcoming requests as well as monitor past grants in order to verify the funds are being used as approved. // 4. GATEWAY INITIATIVE; Non-Investment Related; 19812 Underwood Road, Foley, AL 36535; Non-Profit; Board Member; Start Date 10/2020; 1 hour or less per month; As a board, we meet at least quarterly to review the accomplishments of the Gateway team as well as their planned initiatives for the upcoming quarter. // 5. NAME OF OTHER BUSINESS: TRUEWEALTH ADVISORS, LLC - CRD# 298838; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: ADVISORY SERVICES ; POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY; START DATE:10/2021; APX NUMBER OF HOURS PER WEEK: 50; APX NUMBER OF HOURS DURING TRADING HOURS: 30; BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING, ASSET MANAGEMENT AND THIRD-PARTY MONEY MANAGEMENT; 6. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 8/2010; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 0; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS;

Exams

• S66 Uniform Combined State Law Examination
  2007-10-11