Michael Joseph Grimm

Current Employers

Employment History

• 03/2011 → 11/2020
  Tiaa-Cref Individual & Institutional Services, Llc
  Lewisville, TX
• 03/2011 → 11/2020
  Tiaa
  Lewisville, TX
• 11/2020 → 09/2024
  Charles Schwab & Co., Inc.
  Westlake, TX
• 11/2020 → 09/2024
  Schwab Wealth Advisory Inc
  Westlake, TX
• 09/2024 → Present
  The Wingard Group Dba Wayfinder Group
  Dallas, TX
• 10/2024 → Present
  Madison Avenue Securities
  San Diego, CA
• 09/2024 → Present
  Csenge Advisory Group
  Clearwater, FL

Previous Registrations

• 2020-12-07 → 2024-09-19
  Schwab Wealth Advisory, Inc.
  Westlake, TX
• 2013-02-26 → 2020-11-13
  Tiaa-Cref Individual & Institutional Services, Llc
  Frisco, TX
  Frisco, TX

Other Businesses

1.) Name: The Wingard Group DBA Wayfinder Group; Address: 7324 Gaston Avenue, Suite 124312, Dallas, TX 75214; Investment Related: Yes; Position: Senior Planner; Duties: Providing holistic financial planning and investment advice to Wayfinder clients in my capacity as Senior Planner; Hours Per Week: 40 Hours; Start Date: 9/9/2024; 2.) Name: Csenge Advisory Group; Address: 4755 East Bay Drive, Clearwater, FL 33764; Investment Related: Yes; Position: Investment Advisor Representative; Duties: Back Office, Placing Trades, Monitoring Models, and Updating Models; Hours Per Week: 10 Hours; Start Date: 9/6/2024

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-02-25
• S63 Uniform Securities Agent State Law Examination
  2011-04-29

Designations

Other Names

• Michael J Grimm