William Andrew Grundig

Current Employers

Employment History

• 07/2008 → 09/2016
  Securities America, Inc.
  Iselin, NJ
• 07/2008 → 09/2016
  Securities America Advisors, Inc.
  Iselin, NJ
• 02/2009 → 07/2025
  Everbank
  Iselin, NJ
• 09/2016 → 07/2025
  Commonwealth Financial Network
  Waltham, MA
• 07/2025 → Present
  Kestra Investment Services,Llc
  Freehold, NJ
• 07/2025 → Present
  Kestra Advisory Services, Llc
  Freehold, NJ

Previous Registrations

• 2016-10-03 → 2025-07-31
  Commonwealth Financial Network
  Freehold, NJ
  Manalapan, NJ
• 2008-08-08 → 2016-09-30
  Securities America Advisors, Inc.
  Iselin, NJ
  Freehold, NJ
• 2007-03-28 → 2008-08-11
  Cetera Advisors Llc
  Iselin, NJ
  Iselin, NJ

Other Businesses

Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/31/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: DYNASTY ADVISORS LLC POSITION: Owner NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/31/2025 ADDRESS: 303 West Main Street Suite 410, Freehold NJ 07728, United States DESCRIPTION: Finacial Advisor & run operational activities. Name: DYNASTY ADVISORS FIXED POSITION: Owner NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 07/31/2025 ADDRESS: 303 West Main Street Suite 410, Freehold NJ 07728, United States DESCRIPTION: Health insurance, life insurance, & fixed annuities.

Exams

• S66 Uniform Combined State Law Examination
  2007-03-22
• S63 Uniform Securities Agent State Law Examination
  1995-06-21