Best Investors Account Sign in
Inactive

David Charles Hart

Grant Private Wealth Management

Pleasanton, CA

Claim This Profile
Current Employers
Grant Private Wealth Management

4683 Chabot Drive Suite 101, Pleasanton, CA 94588 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-06-03
TX RA APPROVED 2026-06-03
  • CA RA
    APPROVED
    Since 2026-06-03
  • TX RA
    APPROVED
    Since 2026-06-03

Branch Locations

4683 Chabot Drive Suite 101, Pleasanton, CA 94588 • 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
Ross, Sinclaire & Associates, Inc. Cincinnati OH 03/1999 06/2020
Grant Private Wealth Management, Inc. Pleasanton CA 06/2026 Present
Unemployed Alameda CA 12/2025 04/2026
Unemployed Alameda CA 07/2020 12/2020
Cincap Investment Group, Inc. Cincinnati OH 01/2021 06/2025
Blaylock Van, Llc Oakland CA 06/2025 11/2025
  • 03/1999 → 06/2020
    Ross, Sinclaire & Associates, Inc.
    Cincinnati, OH
  • 06/2026 → Present
    Grant Private Wealth Management, Inc.
    Pleasanton, CA
  • 12/2025 → 04/2026
    Unemployed
    Alameda, CA
  • 07/2020 → 12/2020
    Unemployed
    Alameda, CA
  • 01/2021 → 06/2025
    Cincap Investment Group, Inc.
    Cincinnati, OH
  • 06/2025 → 11/2025
    Blaylock Van, Llc
    Oakland, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1990-12-06
  • S63 Uniform Securities Agent State Law Examination
    1990-12-06
Designations
Other Names
  • David Hart
  • Dave Hart

View on SEC IAPD

Other Firms

PRUDENT PROSPERA PLANNING, INC.
CETERA INVESTMENT ADVISERS LLC
PANDECT CATALYST FUND MANAGEMENT LLC
ADAP TAX FINANCIAL, INC.
BUCK WEALTH STRATEGIES, LLC
DEJARNATT, PAUL E
LPL FINANCIAL LLC
LEGACY WEALTH MANAGEMENT, LLC

Other Investors

ATUL C DUBAL
JONATHAN CHARLES ILLIG
HOWARD COREY HERTZ
Gregory Francis Crofton
KEVIN LYLE SHELTON
PAUL EDWARD DEJARNATT
DANIEL BURKE BELTRAN
Sonja H. Kurhanewicz

Other Offices

PRUDENT PROSPERA PLANNING, INC. · PLEASANTON, CA
CETERA INVESTMENT ADVISERS LLC · PLEASANTON, CA
PANDECT CATALYST FUND MANAGEMENT LLC · PLEASANTON, CA
ADAP TAX FINANCIAL, INC. · PLEASANTON, CA
BUCK WEALTH STRATEGIES, LLC · PLEASANTAN, CA
DEJARNATT, PAUL E · PLEASANTON, CA
LPL FINANCIAL LLC · PLEASANTON, CA
LEGACY WEALTH MANAGEMENT, LLC · Pleasanton, CA

More in Pleasanton, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor