Richard Allen Grider

Employer firm

My Prosper Team CRD 311144

$58.2M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 08/2015 → 11/2016
  Lindner Capital Advisors, Inc
  Marietta, GA
• 11/2016 → 02/2018
  Transamerica Capital Inc.
  Denver, CO
• 10/2018 → 04/2019
  Dynamic Wealth Advisors
  Phoenix, AZ
• 02/2018 → 10/2018
  Keller Williams East Idaho
  Idaho Falls, ID
• 03/2019 → 09/2019
  Massmutual Life Insurance Company
  Idaho Falls, ID
• 04/2019 → 09/2019
  Mml Investors Services, Llc
  Idaho Falls, ID
• 10/2019 → 04/2021
  Dynamic Wealth Advisors
  Phoenix, AZ
• 04/2021 → 09/2022
  Laffer Tengler Investments, Inc.
  Brentwood, TN
• 09/2022 → Present
  Equip Real Estate
  Idaho Falls, ID

Previous Registrations

• 2021-04-26 → 2022-09-15
  Laffer Tengler Investments, Inc.
  Idaho Falls, ID
• 2019-10-29 → 2021-04-15
  Dynamic
  Idaho Falls, ID
  Phoenix, AZ
• 2019-04-23 → 2019-09-26
  Mml Investors Services, Llc
  Idaho Falls, ID
• 2018-10-29 → 2019-04-03
  Dynamic
  Idaho Falls, ID
• 2016-07-07 → 2016-11-03
  Lindner Capital Advisors, Inc.
  Honeoye Falls, NY
  Atlanta, GA
• 2015-06-01 → 2015-09-11
  Invest Financial Corporation
  Rochester, NY
• 2014-05-05 → 2015-04-27
  Curian Capital, Llc
  Denver, CO

Other Businesses

RICHARD IS A LICENSED REAL ESTATE AGENT WITH SILVERCREEK REALTY (DBA- EQUIP REAL ESTATE) AT 2002 JENNIE LEE DR IDAHO FALLS ID 83404 NATURE: LICENSED REAL ESTATE AGENT, POSITION: AGENT, START DATE: 9/22, NO HRS/MO: 20, NO HRS/MO DUR TRADING: 0, NOT INVESTMENT RELATED RICHARD IS INSURANCE LICENSED BUT DOES NOT CURRENTLY ENGAGE IN THE PROMOTION OR SALE OF INSURANCE.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-05-02
• S63 Uniform Securities Agent State Law Examination
  2009-09-03

Other Names

• Rich Grider
• Richard A Grider