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Panama City Beach, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
| MD | RA | APPROVED | 2025-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | La Plata | MD | 10/2020 | 03/2022 |
| Edward Jones Investments | Dunkirk | MD | 06/2019 | 04/2020 |
| Virginia Wesleyan University | Dunkirk | MD | 06/2016 | 06/2017 |
| Anne Arundel Community College | Arnold | MD | 07/2017 | 06/2018 |
| Central Penn College | Summerdale | PA | 07/2018 | 06/2020 |
| Capella University | Minneapolis | MN | 07/2020 | 10/2021 |
| Graham Wealth Management Llc | Panama City Beach | FL | 04/2022 | Present |
Connor Graham is a Tutor; Non Investment Related; Location: 407 Florida Ln Panama City Beach Florida 32413; Description and Responsibilities: Connor Michael Graham provides online tutoring services to students. He spends one hour a month on this activity and is conducted outside of market trading hours; Start date: 2022-04-14; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 1. Connor Graham is an Umpire; Non Investment Related; Location: 16200 Panama City Beach Pkwy Panama City Beach Florida 32413; Description and Responsibilities: Connor Michael Graham serves as an umpire for local baseball and softball leagues, dedicating approximately five hours per week to this activity outside of market trading hours. He receives compensation from the leagues for his officiating services. This activity is entirely separate from his role at Graham Wealth Management (GWM) and has no direct connection to GWM or its clients.; Start date: 2022-04-14; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 8; Percentage of total yearly compensation expected to be derived from the business: 5. Connor Graham is an Independent Insurance Agent; Investment Related; Location: 407 Florida Ln Panama City Beach Florida 32413; Description and Responsibilities: Connor Michael Graham is an independent licensed insurance agent. Outside of his role at Graham Wealth Management (GWM), he dedicates approximately one hour per month to advising, answering questions, and potentially selling term and whole life insurance, long-term disability insurance, and long-term care insurance to clients. These clients may demonstrate a financial need for such products through a comprehensive analysis of their financial situation or may seek these products through unsolicited inquiries;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-01 |
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