Gah W Wong

Current Employers

Employment History

• 01/2015 → Present
  Calton & Associates, Inc.
  Matawan, NJ
• 04/2021 → Present
  Granvest Financial Group, Llc
  Matawan, NJ

Previous Registrations

• 2020-07-16 → 2021-04-12
  Calton & Associates, Inc.
  Matawan, NJ

Other Businesses

1.) Name of Business: Multiple Insurance Carriers. Non-Investment related. Address: 106 Main Street, Suite D, Matawan, NJ 07747. Nature of Business: Sale of insurance products, disability products, and other voluntary benefits. Position/Title/Relationship: Agent. Start Date: 10/30/2019. Hours per month: 5. Hours per month during Securities trading hours: 0. Duties/Responsibilities: Sale of insurance products, disability products, and other voluntary benefits. 2) GRANTvest Financial Group, LLC. Investment related. 106 Main St Ste D Matawan NJ, 07747. Nature of Business: RIA Financial Planning, Primarily ETFs and Equities. Title: Financial Adviser. Start Date: 03/26/2021. Hours Per Month: 160 Hours per month. Duties: Normal Duties of an IAR AND RIA. 3) JBT Benefits Group LLC. Non-Investment related. 160 Main St. Suite D Matawan, NJ 07747, Nature of Business: LLC for processing life and health supplement insurance business. Title: Partner. Start Date: 06/22/2023. Hours Per Month: 1 . Duties: LLC established to process life and supplemental health insurance business. 4) FED RP, LLC - A DBA for marketing services of GrantVest Financial Group to Federal Employees. Address- 106 Main Street, Suite E, Matawan NJ 07747. O hours per month. Start Date 09/2023.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-02-19
• S63 Uniform Securities Agent State Law Examination
  2015-03-06

Other Names

• Leo Wong