Grant Richard Ellis

Current Employers

Employment History

• 07/2014 → 04/2020
  Fieldstone Financial Partners, Llc
  Nashville, TN
• 03/2020 → 02/2021
  Lockton Companies Llc
  Nashville, TN
• 03/2020 → 02/2021
  Lockton Financial Advisors, Llc
  Nashville, TN
• 04/2020 → 02/2021
  Lockton Investment Advisors, Llc
  Nashville, TN
• 02/2021 → Present
  Lpl Financial, Llc
  College Grove, TN

Previous Registrations

• 2020-04-22 → 2021-02-12
  Lockton Investment Advisors, Llc
  Brentwood, TN
  Overland Park, KS
• 2017-11-22 → 2020-03-30
  Forum Six Financial
  College Grove, TN
• 2016-05-13 → 2016-12-31
  Forum Six Financial
  College Grove, TN
• 2012-12-07 → 2016-05-23
  Lpl Financial Llc
  Brentwood, TN
  San Diego, CA
  Franklin, TN
• 2012-11-06 → 2012-12-17
  Colony Park Financial Services Llc.
  Brentwood, TN
  Cordova, TN
  Greenville, SC
  Nashville, TN
  Brentwood, TN

Other Businesses

1. 02/11/2021 - Grant Ellis Financial - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Inv rel - Start date: 02/2021 2. 08/10/2021 - Ellis Financial - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Inv rel - Start date: 08/01/2021 - 160hrs/mnth 40hrs during trading 3. 04/20/2022 - Ellis Retirement Services - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Inv rel - Start date: 04/01/2022 - 160hrs/mnth 40hrs during trading 4. 02/06/2025 - GRE Services, LLC - Other- write industry articles - Home Based - Not Inv rel - Start date: 02/01/2025 - 10hrs/mnth 1hrs during trading 5. 08/19/2025 - CoreHaven Wealth - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Inv rel - Start date: 10/01/2025 - 40hrs/mnth 40hrs during trading 6. 12/18/2025-Ellis Retirement Advisors-DBA for LPL Business (entity for LPL business)-Inv Related-At reported business location(s)-Start date 12/01/2025-40hrs/mth-40hrs/mth during trading

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-05-01
• S65 Uniform Investment Adviser Law Examination
  2012-11-02

Other Names

• Grant Ellis