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14500 N Northsight Blvd Suite 313, Scottsdale, AZ 85260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2022-12-19 |
Branch Locations
14500 N Northsight Blvd Suite 313, Scottsdale, AZ 85260 • United States
3500 Colonnade Parkway Suite 150, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2022-10-20 |
Branch Locations
14500 N. Northsight Boulevard Suite 313, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Twogood Financial Services | Scottsdale | AZ | 11/2015 | 12/2022 |
| Grand Canyon University | Phoenix | AZ | 08/2013 | 04/2017 |
| Axa Advisors, Llc | New York | NY | 06/2017 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 06/2020 | 10/2022 |
| Twogood Financial Services, Inc | Scottsdale | AZ | 12/2022 | Present |
| Eversource Wealth Advisors, Llc | Scottsdale | AZ | 10/2022 | Present |
Since October 2022, Grant has been registered as an investment advisor representative with EverSource Wealth Advisors, LLC which has a referral relationship with Twogood Financial Services, Inc. This is an investment-related activity. He spends approximately 120 hours per month on this activity, 120 of which are during trading hours. The address of this outside business activity is 14500 N. Northsight Blvd., Suite 313, Scottsdale, AZ 85260.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-01 |
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