Grant Hipple

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-05-09

Branch Locations

One Bryant Park, New York, NY 10036 • UNITED STATES

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Houston	TX	01/2025	Present
Northstar Anesthesia	Dallas	TX	12/2022	01/2024
Seamless.AI	Austin	TX	07/2023	10/2023
K Rise Systems	Chicago	IL	08/2021	03/2022
University Of Texas At Austin	Austin	TX	08/2016	05/2022
Unemployed	Houston	TX	12/2024	01/2025
Unemployed	Austin	TX	06/2022	11/2022
Unemployed	Dallas	TX	02/2024	11/2024

01/2025 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Houston, TX
12/2022 → 01/2024

Northstar Anesthesia

Dallas, TX
07/2023 → 10/2023

Seamless.AI

Austin, TX
08/2021 → 03/2022

K Rise Systems

Chicago, IL
08/2016 → 05/2022

University Of Texas At Austin

Austin, TX
12/2024 → 01/2025

Unemployed

Houston, TX
06/2022 → 11/2022

Unemployed

Austin, TX
02/2024 → 11/2024

Unemployed

Dallas, TX

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-05-08

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