Kevin Grant

Current Employers

Employment History

• 08/2012 → 01/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Blue Bell, PA
• 12/2012 → 01/2019
  Bank Of America, N.A.
  Blue Bell, PA
• 02/2019 → 03/2024
  Lpl Financial Llc
  Blue Bell, PA
• 01/2019 → 03/2024
  Tompkins Trust Company
  Blue Bell, PA
• 03/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Conshohocken, PA

Previous Registrations

• 2019-02-04 → 2024-04-03
  Lpl Financial Llc
  Blue Bell, PA
• 2012-08-27 → 2019-01-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Blue Bell, PA
  Philadelphia, PA
  Jenkintown, PA
  Glen Mills, PA
  King Of Prussia, PA
  Philadelphia, PA
  Horsham, PA
  Conshohocken, PA
  King Of Prussia, PA
  Philadelphia, PA
• 2012-04-03 → 2012-08-03
  Kestra Investment Services, Llc
  Jenkintown, PA

Other Businesses

I* 496258 Entity Type: Rental property Name of outside business organization: K. G. Investment related: No Address of business: Philadelphia, PA, 19150 Start date of relationship: 11/01/2014 Number of hours devoted: 1 monthly Number of hours devoted during trading hours: 0 Duties: I* 1767482 For profit or not for profit: Entity For Profit Name of outside business organization: Grant Group LLC Investment related: no Address of business: Blue Bell, PA, 19422 Nature of business: Limited Liability Company Position, title, association: General Partner/Managing Member Start date of relationship: 03/31/2024 Number of hours devoted: 0 yearly Number of hours devoted during trading hours: 0 Duties: To provide compliance monitoring services on a consulting basis to life science companies. I am an inactive member with no active responsibilities. My wife is the only active member. I*: 2399262 Entity Type: Charitable Name of OBA: Habitat For Humanity Address: King of Prussia, PA 19406 Investment Related: No Position, Title, Association: Board member Employee Start Date: 04/25/2025 Number of Hours: 2 hrs mthly Number of Hours during trading: 0 Duties: Work with other board members to define and execute the long term objectives of the organization

Exams

• S66 Uniform Combined State Law Examination
  2012-04-02
• S63 Uniform Securities Agent State Law Examination
  2011-11-29

Other Names

• Kevin Richard Grant
• Kevin R Grant