Inactive

Michael Cade Grimm

Intentional Living Fp

New Braunfelss, TX

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Current Employers

Intentional Living Fp

123 N Seguin Ave. Ste, 202, New Braunfelss, TX 78130 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-07-23

TX RA
APPROVED

Since 2025-07-23

Branch Locations

123 N Seguin Ave. Ste, 202, New Braunfelss, TX 78130 • United States

Brownsboro, TX • 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

Organization	City	State	From	To
Fidelity Investments	Westlake	TX	10/2015	04/2021
N/A	Fort Worth	TX	05/2021	11/2021
Gwfs Equities, Inc	Greenwood Village	CO	11/2021	07/2022
Empower Retirement	Fort Worth	TX	11/2021	07/2022
Adventist Health System/Texas	Burleson	TX	04/2021	08/2021
Charles Schwab & Co., Inc.	Fort Worth	TX	08/2022	10/2023
Intentional Living Fp, Llc	Brownsboro	TX	12/2024	Present
Student	Rodeo Grounds	OK	11/2023	11/2024

10/2015 → 04/2021

Fidelity Investments

Westlake, TX
05/2021 → 11/2021

N/A

Fort Worth, TX
11/2021 → 07/2022

Gwfs Equities, Inc

Greenwood Village, CO
11/2021 → 07/2022

Empower Retirement

Fort Worth, TX
04/2021 → 08/2021

Adventist Health System/Texas

Burleson, TX
08/2022 → 10/2023

Charles Schwab & Co., Inc.

Fort Worth, TX
12/2024 → Present

Intentional Living Fp, Llc

Brownsboro, TX
11/2023 → 11/2024

Student

Rodeo Grounds, OK

Previous Registrations

2022-09-08 → 2023-11-13

Charles Schwab & Co., Inc.

Westlake, TX

Wright City, OK
2021-11-12 → 2022-07-26

Empower Advisory Group, Llc

Greenwood Village, CO

Fort Worth, TX
2018-07-13 → 2021-03-26

Fidelity Personal And Workplace Advisors

Boston, MA
2017-10-04 → 2018-07-13

Strategic Advisers Llc

Westlake, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-10-02
S63	Uniform Securities Agent State Law Examination	2015-12-14

S66 Uniform Combined State Law Examination

2017-10-02
S63 Uniform Securities Agent State Law Examination

2015-12-14

Designations

Other Names

Cade Grimm

View on SEC IAPD

Other Firms

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PARK AVENUE SECURITIES LLC

WEALTH WATCH ADVISORS, INC

OLSON WEALTH MANAGEMENT

KESTRA ADVISORY SERVICES, LLC

EQUITABLE ADVISORS, LLC

Other Investors

JIM DOUGLAS CRIDER

KEVIN KORD WEBB

Rebecca Anne Coker

Chaston Reed Horelka

RODNEY ALFRED HORELKA

David R Ferguson

Cristian Daniel Ramirez

Aaron Joseph Cormier

Other Offices

OFG FINANCIAL SERVICES, INC. · NEW BRAUNFELS, TX

EDWARD JONES · NEW BRAUNFELS, TX

LPL FINANCIAL LLC · NEW BRAUNFELS, TX

PARK AVENUE SECURITIES LLC · New Braunfels, TX

WEALTH WATCH ADVISORS, INC · New Brunfels, TX

LPL FINANCIAL LLC · NEW BRAUNFELS, TX

OLSON WEALTH MANAGEMENT · NEW BRAUNFELS, TX

KESTRA ADVISORY SERVICES, LLC · New Braunfels, TX

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