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106 Main Street Suite D, Matawan, NJ 07747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-12-21 |
| NJ | RA | APPROVED | 2020-11-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Calton & Associates, Inc. | Matawan | NJ | 06/2013 | Present |
| Grantvest Financial Group, Llc | Matawan | NJ | 10/2020 | Present |
1) Name of Business: Multiple Insurance Carriers. Non-Investment related. Address: 106 Main Street, Suite D, Matawan, NJ 07747. Nature of Business: Sales of Insurance products, Disability products, and other voluntary benefits. Position/Title/Relationship: Agent. Start Date: 09/2009. Hours per month: Less than 10. Hours per month during Securities trading hours: Less than 5%. Duties/Responsibilities: Sales of Insurance products, Disability products, and other voluntary benefits. 2) Name of Business: Gregory Guenther, LLC. Non-Investment related. Address: 1603 Sheridan Drive, Wall Township, NJ 07719. Nature of Business: Tax Filing Purposes. Position/Title/Relationship: Owner. Start Date: 09/2009. Hours per month: 5. Hours per month during Securities trading hours: 5. Duties/Responsibilities: LLC solely for tax purposes. 3) GRANTvest Financial Group. Investment Related. 106 Main Street, Suite D, Matawan New Jersey, 07747. Nature of Business: DBA Used for brand reconition Title: Partner. Start Date: 08/12/2019. 4) GRANTvest Financial Group, LLC. Investment Related. 106 Main St, Suite D Matawan New Jersey, 07747. Nature of Business: RIA-Financial Planning Primarily ETF's and Equities. Title: Partner RIA. Start Date: 11/02/2020. Hours per Month: 20-40 Hours. Duties: Duties of an IAR and RIA owner. 5) 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. 6) 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-27 |
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