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Connor Michael Graham

Graham Wealth Management LLC

Panama City Beach, FL

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Current Employers
Graham Wealth Management Llc

Panama City Beach, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-01
MD RA APPROVED 2025-01-01
  • FL RA
    APPROVED
    Since 2025-01-01
  • MD RA
    APPROVED
    Since 2025-01-01

Branch Locations

407 Florida Ln, Panama City Beach, FL 32413 • 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
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
  • 10/2020 → 03/2022
    La Plata, MD
  • 06/2019 → 04/2020
    Edward Jones Investments
    Dunkirk, MD
  • 06/2016 → 06/2017
    Virginia Wesleyan University
    Dunkirk, MD
  • 07/2017 → 06/2018
    Anne Arundel Community College
    Arnold, MD
  • 07/2018 → 06/2020
    Central Penn College
    Summerdale, PA
  • 07/2020 → 10/2021
    Capella University
    Minneapolis, MN
  • 04/2022 → Present
    Panama City Beach, FL
Previous Registrations
Other Businesses

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;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-01
  • S66 Uniform Combined State Law Examination
    2021-11-01
Other Names
  • Connor Graham

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