Deforrest Grant Durham

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → 11/2018
  Signator Investors, Inc.
  Easley, SC
• 11/2018 → Present
  Osaic Wealth, Inc.
  Easley, SC

Previous Registrations

• 2016-05-13 → 2018-11-02
  Signator Investors, Inc.
  Easley, SC
• 2001-08-02 → 2016-05-13
  Transamerica Financial Advisors, Llc
  Easley, SC
  Easley, SC
  Athens, GA
  San Diego, CA

Other Businesses

DURHAM INVESTMENT SERVICES, LLC POSITION: President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 140 START DATE: 12/02/1998 ADDRESS: 223 Dayton School Rd., Easley SC 29642, United States DESCRIPTION: President/owner/manager and involved in the sale of securities and insurance related products

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-05-14