Grant Douglas Prescott

Current Employers

Employment History

• 10/2017 → 01/2022
  Wedbush Securities, Inc.
  San Francisco, CA
• 07/2017 → 10/2019
  Ernst & Young
  San Francisco, CA
• 09/2014 → 06/2017
  Pacific Harvest Catering
  Templeton, CA
• 01/2022 → Present
  Independent Financial Group Llc
  San Juan Capistrano, CA
• 05/2023 → Present
  Insurance Agent
  San Juan Capistrano, CA
• 08/2023 → Present
  Prescott Real Estate Services Inc.
  San Juan Capistrano, CA

Other Businesses

(1) PRESCOTT TAX & WEALTH MANAGEMENT POSITION: Employee NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 40 START DATE: 02/03/2022 ADDRESS: 30950 Rancho Viejo Road, Suite 100, San Juan Capistrano CA 92675, United States DESCRIPTION: DBA for Marketing purposes. (2) PRESCOTT REAL ESTATE SERVICES INC. POSITION: Officer/Director NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/21/2023 ADDRESS: 30950 Rancho Viejo Road, Suite 100, San Juan Capistrano CA 92675, United States DESCRIPTION: Secretary & Treasurer of S Corp. Plus, property management services. (3) INSURANCE AGENT POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2023 ADDRESS: 30950 Rancho Viejo Road, Suite 100, San Juan Capistrano CA 92675, United States DESCRIPTION: I'm insurance licensed, meaning I advise our clients on their insurance needs. I will run quotes and provide them with the options based on their need (i.e. Term Life, LTC). (4) PRESCOTT ADVISORY SERVICES, INC. POSITION: Officer/Director NATURE: Business Entity for Tax/Investment Purposes INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 10/28/2025 ADDRESS: 30950 Rancho Viejo Road, Suite 100, San Juan Capistrano CA 92675, United States DESCRIPTION: Financial Advisor. IFG revenue will be directed to this S Corp. (5) STEPHANIE CALHOUB SEP SHARE TR / IRREV TR FBO DONNA SHIRE POSITION: Officer/Director NATURE: Acting as a POA, Trustee, Executor (This activity is strictly limited and will only be approved for direct family members. If you have questions, please call a Compliance Officer). INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/31/2025 ADDRESS: 30950 Rancho Viejo Road, Suite 100, San Juan Capistrano CA 92675, United States DESCRIPTION: Trustee for family member on her inherited, separate property trust. (6) MICHAEL GIRSBACK SEP SHARE TR / IRREV TR FBO DONNA SHIRE POSITION: Officer/Director NATURE: Acting as a POA, Trustee, Executor (This activity is strictly limited and will only be approved for direct family members. If you have questions, please call a Compliance Officer). INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/31/2025 ADDRESS: 30950 Rancho Viejo Road, Suite 100, San Juan Capistrano CA 92675, United States DESCRIPTION: Trustee of Michael's (family member) inherited, separate property trust. (7) PTWM GP (Prescott Tax & Wealth Management General Partnership) POSITION: Officer/Director NATURE: Business Entity for Tax/Investment Purposes INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2026 ADDRESS: 30950 Rancho Viejo Road, Suite 100, San Juan Capistrano CA 92675, United States DESCRIPTION: This is a flow through entity that will receive Peter and my IFG revenue for our work as advisors.

Exams

• S66 Uniform Combined State Law Examination
  2022-06-14
• S63 Uniform Securities Agent State Law Examination
  2020-02-07

Designations