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Inactive

Gregory Scott Grooms

Fisher\Smb

Eagle Mountain, UT

Carrollton, TX

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Current Employers
Fisher\Smb

4100 International Parkway Suite 2000, Carrollton, TX 75007 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-01-03
  • UT RA
    APPROVED
    Since 2025-01-03

Branch Locations

Eagle Mountain, UT • United States

4100 International Parkway Suite 2000, Carrollton, TX 75007 • 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
Sanctuary Wealth Management Pocatello ID 09/2014 10/2018
Kalos Capital Alpharetta GA 10/2015 10/2018
Fisher Investments Camas WA 10/2018 07/2024
Fisher Retirement Solutions Llc Wesley Chapel FL 07/2024 Present
  • 09/2014 → 10/2018
    Sanctuary Wealth Management
    Pocatello, ID
  • 10/2015 → 10/2018
    Kalos Capital
    Alpharetta, GA
  • 10/2018 → 07/2024
    Fisher Investments
    Camas, WA
  • 07/2024 → Present
    Fisher Retirement Solutions Llc
    Wesley Chapel, FL
Previous Registrations
  • 2018-10-16 → 2024-07-03
    Fisher Investments
    Plano, TX
    Camas, WA
    Tampa, FL
  • 2016-02-24 → 2018-10-15
    Sanctuary Wealth Management, Llc
    Pocatello, ID
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-08-19
  • S66 Uniform Combined State Law Examination
    2015-08-19
Other Names
  • Gregory Grooms

View on SEC IAPD

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