Samuel Jason Grant

Current Employers

Hb Wealth

3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2021-11-08
TX	RA	APPROVED	2021-11-05

GA RA
APPROVED

Since 2021-11-08
TX RA
APPROVED

Since 2021-11-05

Branch Locations

333 Sandy Springs Circle Suite 121, Sandy Springs, GA 30328 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Sg Financial Advisors, Llc	Atlanta	GA	01/2005	12/2020
Homrich Berg	Atlanta	GA	01/2021	Present

01/2005 → 12/2020

Sg Financial Advisors, Llc

Atlanta, GA
01/2021 → Present

Homrich Berg

Atlanta, GA

Previous Registrations

2021-01-04 → 2021-11-21

Homrich Berg

Sandy Springs, GA
2005-01-12 → 2021-01-02

Sg Financial Advisors, Llc

Atlanta, GA

Other Businesses

OWNS VARIOUS RENTAL PROPERTIES; OWNER; 10 HOURS/MO OUTSIDE TRADING HOURS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2002-01-10

S65 Uniform Investment Adviser Law Examination

2002-01-10

Designations

Other Names

Samuel J Grant
Sammy J. Grant
Samuel J Grant

View on SEC IAPD

Current Employers

Hb Wealth

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Designations

Other Names

Other Firms

Other Investors

Other Offices

Reviews