Molly Mae Grubb

Employer firm

Dynasty Financial Planners CRD 288431

$19.4M regulatory AUM 38 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Educational seminars
• BUSINESS & ESTATE CONSULTING SERVICES

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

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

Current Employers

Employment History

• 09/2012 → 06/2017
  Cambridge Investment Research, Inc
  Fairfield, IA
• 09/2012 → 06/2017
  Cambridge Investment Research Advisors, Inc
  Fairfield, IA
• 04/2017 → Present
  Dynasty Insurance Planners
  Worthington, OH
• 04/2017 → Present
  Dynasty Financial Planners
  Worthington, OH
• 01/2025 → Present
  Dynasty Tax Planners, Llc
  Worthington, OH
• 09/2012 → Present
  Grubb Financial Services Dba Dynasty Insurance Planners
  Worthington, OH

Previous Registrations

• 2012-09-28 → 2017-06-26
  Cambridge Investment Research Advisors, Inc.
  Blacklick, OH
  Columbus, OH
  Columbus, OH
• 2010-02-10 → 2010-07-07
  Pnc Wealth Management Llc
  Reynoldsburg, OH

Other Businesses

1) I am a co-owner of my husband's real estate investment firms (purchasing residential rentals) and a licensee company that produces product for Ohio State 2) Owner of Amora Green, LLC - residential investment property (real estate); Start Date: 2/14/2020; Non investment-related 3) Owner of Amora Green Exotics, LLC - exotic car holding company; Start Date 04/03/2023; Non investment-related 4) Dynasty Insurance Planners - a licensed insurance agency; Start Date 09/2012; Investment-related. 5) Insurance Agent - selling insurance; Start Date 02/04/2009; Investment-related 6) Owner of Dynasty Tax Planners, LLC - Tax Services; Start Date 01/2025; Non-Investment-related; Approx. 24 hours per month.

Exams

• S63 Uniform Securities Agent State Law Examination
  2009-02-27

Other Names

• Molly Mae Green
• Molly Mae Green