Inactive

Nathaniel Newell John Grant

Barksdale Investment Management

CRD 2254424

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Employer firm

Barksdale Investment Management CRD 105098

$3.01B regulatory AUM 1 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)

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

Current Employers

Barksdale Investment Management

40 Burton Hills Blvd Suite 230, Nashville, TN 37215-6104 • United States

Current Registrations

Authority	Category	Status	Date
TN	RA	APPROVED	2025-01-01

TN RA
APPROVED

Since 2025-01-01

Branch Locations

40 Burton Hills Blvd Suite 230, Nashville, TN 37215-6104 • 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

Organization	City	State	From	To
Weaver C Barksdale & Associates	Nashville	TN	12/2021	Present
Hancock Whitney Bank	New Orleans	LA	08/2009	11/2021

12/2021 → Present

Weaver C Barksdale & Associates

Nashville, TN
08/2009 → 11/2021

Hancock Whitney Bank

New Orleans, LA

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1994-07-14

S63 Uniform Securities Agent State Law Examination

1994-07-14

Designations

Chartered Financial Analyst

Other Names

Nate Grant
Nathaniel Newell Grant

View on SEC IAPD

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