Ian M Grove

Current Employers

Employment History

• 02/2016 → 02/2017
  Kama'AIna Mortgage Group
  Honolulu, HI
• 02/2016 → 04/2019
  Jewett Wealth Management
  Honolulu, HI
• 02/2019 → 12/2019
  Mantis Financial Partners, Inc.
  Honolulu, HI
• 05/2019 → 12/2019
  Mantis Financial Partners, Inc.
  Honolulu, HI
• 02/2020 → 07/2021
  Clg Llc
  Long Beach, CA
• 08/2020 → 07/2021
  Cetera Advisor Networks
  El Segundo, CA
• 01/2020 → 10/2021
  Robert Green & Company
  Napa, CA
• 07/2021 → 10/2021
  Rg Advisors, Llc
  Napa, CA
• 10/2021 → 05/2022
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 05/2022 → 02/2023
  Tsp Advisory Solutions, Llc
  Yountville, CA
• 05/2022 → 05/2024
  Hazard & Siegel Inc.
  Dewitt, NY
• 12/2022 → Present
  Integrity First Wealth
  Cuyahoga Falls, OH
• 08/2024 → Present
  Bull Harbor Capital
  Bethesda, MD
• 12/2023 → Present
  Mainstay Accounting Solutions Llc
  Cuyahoga Falls, OH

Previous Registrations

• 2022-12-07 → 2024-12-11
  Integrity First Wealth Management
  Leo, IN
  Yountville, CA
• 2022-05-12 → 2023-03-15
  Tsp Advisory Solutions
  Yountville, CA
• 2021-10-26 → 2022-06-03
  Cambridge Investment Research Advisors, Inc.
  Yountville, CA
• 2021-07-06 → 2021-08-20
  Robert Green & Company
  Gardnerville, NV
• 2020-02-27 → 2021-07-06
  Clg Llc
  Napa, CA
  Long Beach, CA
• 2019-07-12 → 2020-03-27
  Mantis Financial Partners, Inc.
  Napa, CA

Other Businesses

1) JDV Consulting LLC, 2805 Aeries Way Cuyahoga Falls OH 44223, Consultant, services for Estate & Fixed planning, start date 5/2021, 10 hrs per month 2) Ian Grove,2805 Aeries Way Cuyahoga Falls OH 44223, Insurance Producer, fixed Indexed Annuity, 1 hr per month 3) Lifetime Advisors LLC 573 County Road A Hudson WI 54016, Member, 6/2022, not investment related,5 hrs per month, 5hrs month during trading hours, board meetings 4) Green Grom Clothing & Design,2805 Aeries Way Cuyahoga Falls OH 44223, Children's clothing co, 0 hrs per month, start date 2016, wife runs business

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-01-04
• S65 Uniform Investment Adviser Law Examination
  2019-04-23

Other Names

• Ian Michael Grove