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Grant Toller Augustini

Vivid Wealth Management LLC

Southlake, TX

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Current Employers
Vivid Wealth Management Llc

420 N Carroll Ave Suite 160, Southlake, TX 76092 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-05-19
  • TX RA
    APPROVED
    Since 2024-05-19

Branch Locations

420 N Carroll Ave Suite 160, Southlake, TX 76092 • 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
OrganizationCityStateFromTo
New York Life Insurance Company Frisco TX 11/2018 05/2019
Full Time Student Fayetteville AR 08/2013 05/2018
Fuse Plus Inc Houston TX 05/2018 08/2018
Mk Trees Pantego TX 05/2016 08/2017
Vivid Financial Group Grapevine TX 05/2019 Present
Vivid Wealth Management Llc Grapevine TX 07/2023 Present
Vivid Wealth Management Llc Grapevine TX 05/2024 Present
  • 11/2018 → 05/2019
    New York Life Insurance Company
    Frisco, TX
  • 08/2013 → 05/2018
    Full Time Student
    Fayetteville, AR
  • 05/2018 → 08/2018
    Fuse Plus Inc
    Houston, TX
  • 05/2016 → 08/2017
    Mk Trees
    Pantego, TX
  • 05/2019 → Present
    Vivid Financial Group
    Grapevine, TX
  • 07/2023 → Present
    Grapevine, TX
  • 05/2024 → Present
    Grapevine, TX
Other Businesses

VIVID FINANCIAL GROUP; INVESTMENT RELATED; INSURANCE AGENT; START DATE 05/2019; GRAPEVINE, TX; APPROXIMATELY 50% OF TIME

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-08
  • S65 Uniform Investment Adviser Law Examination
    2024-05-08

View on SEC IAPD

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