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Patti Lillian Grant

Hive Wealth Management LLC

Ashton, MD

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Current Employers
Hive Wealth Management Llc

Ashton, MD • United States

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2024-01-09
FL RA APPROVED 2024-01-09
MD RA APPROVED 2024-01-09
GA RA APPROVED 2021-06-25
TX RA APPROVED 2021-06-18
  • DC RA
    APPROVED
    Since 2024-01-09
  • FL RA
    APPROVED
    Since 2024-01-09
  • MD RA
    APPROVED
    Since 2024-01-09
  • GA RA
    APPROVED
    Since 2021-06-25
  • TX RA
    APPROVED
    Since 2021-06-18

Branch Locations

Ashton, MD • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jefferies & Company, Inc. Washington DC 01/2012 Present
Pelican Properties Llc Ashton MD 11/2015 09/2016
Cozen O'COnnor Washington DC 10/2016 01/2018
Pelican Properties Ashton MD 02/2018 Present
Hive Wealth Management Llc Ashton MD 03/2021 Present
  • 01/2012 → Present
    Jefferies & Company, Inc.
    Washington, DC
  • 11/2015 → 09/2016
    Pelican Properties Llc
    Ashton, MD
  • 10/2016 → 01/2018
    Cozen O'COnnor
    Washington, DC
  • 02/2018 → Present
    Pelican Properties
    Ashton, MD
  • 03/2021 → Present
    Ashton, MD
Other Businesses

NAME: FEDERAL CITY COUNCIL; INVESTMENT RELATED: NO; LOCATION: WASHINGTON, DC; POSITION: TRUSTEE, MEMBER; NATURE OF BUSINESS: WORK WITH LOCAL GOVERNMENT AND CIVIC LEADERS TO FIND SOLUTIONS TO ISSUES; START DATE: MARCH 2014; HOURS DEVOTED PER DAY DURING BUSINESS HOURS: 0; HOURS DEVOTED PER DAY DURING NON-BUSINESS HOURS: LESS THAN ONE HOUR.2)NAME: PELICAN PROPERTIES LLC; INVESTMENT RELATED (YES OR NO): NO; LOCATION: 100 ASHTON KNOLLS LANE; START DATE: JANUARY 2015; NATURE OF BUSINESS: RESIDENTIAL REAL ESTATE; TITLE: SOLE PROPRIETOR; HOURS DEVOTED PER MONTH TO THE OTHER BUSINESS: 2-4; HOURS DEVOTED PER MONTH TO THE OTHER BUSINESS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: OWN AN INVESTMENT PROPERTY. ADDRESS ANY TENANT CONCERNS WHICH ARE MINIMAL. I own and management investment real estate property under Pelican Properties LLC. I receive an annual management fee of approximately $6,000.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-12-17
S63 Uniform Securities Agent State Law Examination 2012-08-24
  • S65 Uniform Investment Adviser Law Examination
    2019-12-17
  • S63 Uniform Securities Agent State Law Examination
    2012-08-24
Other Names
  • Patti Lillian Grant-Wilkinson
  • Patti Lillian Grant
  • Patti Lilian Grant
  • Patti Lillian Grant
  • Patti Wilkinson
  • Patti Lillian Wilkinson
  • Patti L Grant

View on SEC IAPD

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