Bryan Larry Grant

Current Employers

Employment History

• 08/2009 → 10/2017
  Sii Investments
  Depere, WI
• 10/2017 → 01/2024
  Woodbury Financial Services Inc
  De Pere, WI
• 01/2024 → Present
  Osaic Wealth, Inc.
  Wrightstown, WI

Previous Registrations

• 2017-10-25 → 2024-01-19
  Woodbury Financial Services, Inc.
  De Pere, WI
  Green Bay, WI
  Ashwaubenon, WI
  Wrightstown, WI
• 2011-04-25 → 2017-10-26
  Sii Investments, Inc.
  Appleton, WI
  Depere, WI
• 2011-04-25 → 2014-01-21
  Investment Centers Of America, Inc.
  Appleton, WI

Other Businesses

1. TMS FINANCIAL GROUP INC. POSITION: Owner NATURE: S-Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 40 START DATE: 10/25/2017 ADDRESS: 566 Red Bird Circle, De Pere WI 54115, United States DESCRIPTION: Provide fixed health and life insurance to existing and prospective clients. 2. TAX MANAGEMENT SERVICES, INC POSITION: Co-Owner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 180 START DATE: 10/25/2017 ADDRESS: 566 Red Bird Circle, De Pere WI 54115, United States DESCRIPTION: Partner of Tax Management Services, providing individual and corporate tax preparation. 3. TENACITY ADVISORY GROUP, INC. POSITION: Partner NATURE: S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 06/01/2019 ADDRESS: 566 Red Bird Circle, De Pere WI 54115, United States DESCRIPTION: Offering investment education and training to affiliated advisors 4. TMS INVESTMENT PROPERTIES, LLC POSITION: Member NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/03/2020 ADDRESS: 566 Red Bird Circle, De Pere WI 54115, United States DESCRIPTION: Rental management 5. TMS INSURANCE HOLDINGS LLC POSITION: Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/13/2020 ADDRESS: 566 Red Bird Circle, De Pere WI 54115, United States DESCRIPTION: No duties at this time 6. COMPASS ROSE INVESTMENTS, INC. POSITION: Shareholder NATURE: S-Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/01/2023 ADDRESS: 879 Forest Avenue, Fond Du Lac WI 54935, United States DESCRIPTION: Silent Shareholder 7. TAGWAY, LLC POSITION: Partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/01/2023 ADDRESS: 109 E Badger Street, Waupaca WI 54981, United States DESCRIPTION: Silent Member 8. THREE KINGS CAPITAL LLC POSITION: Member NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/04/2023 ADDRESS: 2680 Vernon Drive, Green Bay WI 54304, United States DESCRIPTION: Rental management, landlord

Exams

• S66 Uniform Combined State Law Examination
  2011-04-21

Designations