Dustin Roth Granger

Employer firm

Newedge Advisors CRD 171351

$43.2B regulatory AUM 122 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Lake Charles, LA
• 11/2016 → 03/2017
  Wells Fargo Clearing Services, Llc
  Lake Charles, LA
• 03/2017 → Present
  Lpl Financial, Llc
  Lake Charles, LA
• 03/2017 → Present
  Newedge Advisors, Llc (Gwm Advisors, Llc)
  Lake Charles, LA

Previous Registrations

• 2009-03-25 → 2017-03-27
  Wells Fargo Clearing Services, Llc
  Lake Charles, LA
  Lake Charles, LA

Other Businesses

1. 03/23/2017 - DUSTIN GRANGER/ ACT IN A FIDUCIARY CAPACITY/ 1%/ LAKE CHARLES, LA 2. 03/23/2017 - GENERATION WEALTH/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ LAKE CHARLES, LA. 3. 4/11/2017 - NewEdge Advisors, LLC - DBA: (Hybrid) Generation Wealth - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 01/18/2017 - 120 Hours Per Month/6 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through NewEdge Advisors, an independent investment advisor firm. I started this business activity on 4/11/2017. I expect to spend approximately 160 hours/month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 5/5/2017 - AIM Systems Inc - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 05/03/2017 - 1 Hour Per Month During Securities Trading. 5. 6/7/2017 - LTCI Partners, LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 05/16/2017 - 1 Hour Per Month During Securities Trading - Fixed insurance. 6. 12/06/2017 - NewEdge Advisors, LLC - DBA: (Hybrid) Toujours Worth - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 12/04/2017- 5 Hours Per Month/ 5 Hours During Securities Trading. 7. 2/21/2018 - NewEdge Advisors, LLC - DBA: (Hybrid) Goss Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 03/23/2017 - 100 Hours Per Month During Securities Trading. 8. 2/9/2022 - NewEdge Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 01/18/2017 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through NewEdge Advisors, an independent investment advisor firm. I started this business activity on 4/11/2017. I expect to spend approximately 160 hours/month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 9. 06/21/2022 - Generation Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 06/03/2022 - 40 Hours Per Month/ 40 Hours During Securities Trading. 10. 07/14/2023 - Toujours Worth - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date 12/04/2017 - 5 Hours Per Month/ 5 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2004-11-23

Designations

• Certified Financial Planner