Cory Grant

Merrill Lynch, Pierce, Fenner & Smith Incorporated

North Bethesda, MD

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Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2023-12-15
MD	RA	APPROVED	2023-07-03

TX RA
APPROVED_RES

Since 2023-12-15
MD RA
APPROVED

Since 2023-07-03

Branch Locations

11810 Grand Park Ave, North Bethesda, MD 20852 • 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
Wells Fargo Advisors Llc	Bethesda	MD	05/2009	11/2016
Wells Fargo Bank Na	Bethesda	MD	06/2016	06/2023
Wells Fargo Clearing Services, Llc	Bethesda	MD	11/2016	06/2023
Merrill Lynch, Pierce, Fenner & Smith Incorporated	North Bethesda	MD	06/2023	Present
Bank Of America, N.A.	North Bethesda	MD	07/2023	Present

05/2009 → 11/2016

Wells Fargo Advisors Llc

Bethesda, MD
06/2016 → 06/2023

Wells Fargo Bank Na

Bethesda, MD
11/2016 → 06/2023

Wells Fargo Clearing Services, Llc

Bethesda, MD
06/2023 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

North Bethesda, MD
07/2023 → Present

Bank Of America, N.A.

North Bethesda, MD

Previous Registrations

2016-10-04 → 2023-07-13

Wells Fargo Clearing Services, Llc

Columbia, MD

Laurel, MD

Silver Spring, MD

Bethesda, MD

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-10-04
S63	Uniform Securities Agent State Law Examination	2009-04-01

S66 Uniform Combined State Law Examination

2016-10-04
S63 Uniform Securities Agent State Law Examination

2009-04-01

Other Names

Cory Grant
Cory Deon Grant

View on SEC IAPD

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SYED ABDUL RUMIN

Matthew EVERETT Bosley

Craig ARGENT Dell

DIEGO J DOMINGUEZ

Grant Patrick Furnary

Other Offices

GLASSMAN WEALTH SERVICES, LLC · NORTH BETHESDA, MD

CETERA INVESTMENT ADVISERS LLC · North Bethesda, MD

GLASSMAN WEALTH SERVICES, LLC · BETHESDA, MD

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC · North Bethesda, MD

PROFIT INVESTMENTS · NORTH BETHESDA, MD

AMERIPRISE FINANCIAL SERVICES, LLC · ROCKVILLE, MD

EDWARD JONES · Rockville, MD

ORTMAN FINANCIAL PLANNING · NORTH BETHESDA, MD

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