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Monte Trent Grissom

Waterfront Wealth Inc.

Overland Park, KS

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Current Employers
Waterfront Wealth Inc.

6711 W 121St Street Suite 200, Overland Park, KS 66209 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2019-02-07
  • KS RA
    APPROVED
    Since 2019-02-07

Branch Locations

6711 W 121St Street Suite 200, Overland Park, KS 66209 • 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
OrganizationCityStateFromTo
Waterfront Wealth Inc. Overland Park KS 10/2018 Present
Wells Fargo Advisors, Llc Overland Park KS 10/2018 Present
Taylor Corporation Mankato MN 01/2017 10/2018
Caltech San Angelo TX 01/2013 01/2017
  • 10/2018 → Present
    Waterfront Wealth Inc.
    Overland Park, KS
  • 10/2018 → Present
    Wells Fargo Advisors, Llc
    Overland Park, KS
  • 01/2017 → 10/2018
    Taylor Corporation
    Mankato, MN
  • 01/2013 → 01/2017
    Caltech
    San Angelo, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-11-06
  • S65 Uniform Investment Adviser Law Examination
    2018-11-06
Other Names
  • Monte Grissom

View on SEC IAPD

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