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Grantham Akerly

Allworth Financial, L.P.

Addison, TX

Folsom, CA

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Current Employers
Allworth Financial, L.P.

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-09-26
  • TX RA
    APPROVED
    Since 2025-09-26

Branch Locations

15725 Dallas Parkway Suite 600, Addison, TX 75001 • United States

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • 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
Cfo4Life Coppell TX 07/2019 09/2025
Ey Dallas TX 08/2017 07/2019
Unemployed Dallas TX 05/2017 08/2017
Baylor University Waco TX 02/2017 05/2017
Baylor University Waco TX 08/2012 02/2017
Ausdal Financial Partners Davenport IA 07/2019 09/2025
Allworth Financial Addison TX 09/2025 Present
Aw Securities Addison TX 09/2025 Present
  • 07/2019 → 09/2025
    Cfo4Life
    Coppell, TX
  • 08/2017 → 07/2019
    Ey
    Dallas, TX
  • 05/2017 → 08/2017
    Unemployed
    Dallas, TX
  • 02/2017 → 05/2017
    Baylor University
    Waco, TX
  • 08/2012 → 02/2017
    Baylor University
    Waco, TX
  • 07/2019 → 09/2025
    Ausdal Financial Partners
    Davenport, IA
  • 09/2025 → Present
    Allworth Financial
    Addison, TX
  • 09/2025 → Present
    Aw Securities
    Addison, TX
Previous Registrations
  • 2020-06-13 → 2025-09-11
    Cfo4Life
    Coppell, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-02-13
  • S66 Uniform Combined State Law Examination
    2020-02-13
Designations
Other Names
  • Grantham Bruce Akerly

View on SEC IAPD

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