Andrew J. Grant

4 Campus Drive, Parsippany, NJ 07054 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2025-05-30

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Morgan Stanley Smith Barney Llc	Columbus	OH	09/2013	08/2018
Morgan Stanley Private Bank, National Association	New York	NY	01/2015	08/2018
Private Client Services	Westerville	OH	08/2018	05/2020
Wealthbridge Capital Management, Llc	Westerville	OH	10/2018	08/2021
Wells Fargo Clearing Services, Llc.	Columbus	OH	08/2021	05/2025
Private Client Services, Llc	Dublin	OH	06/2025	Present
Summit Financial, Llc	Parsippany	NJ	05/2025	Present

09/2013 → 08/2018

Morgan Stanley Smith Barney Llc

Columbus, OH
01/2015 → 08/2018

Morgan Stanley Private Bank, National Association

New York, NY
08/2018 → 05/2020

Private Client Services

Westerville, OH
10/2018 → 08/2021

Wealthbridge Capital Management, Llc

Westerville, OH
08/2021 → 05/2025

Wells Fargo Clearing Services, Llc.

Columbus, OH
06/2025 → Present

Private Client Services, Llc

Dublin, OH
05/2025 → Present

Summit Financial, Llc

Parsippany, NJ

Heritage Wealth Partners. 6215 Emerald Parkway, Unit 1, Dublin, OH 43016. RIA.

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2011-10-11
S63	Uniform Securities Agent State Law Examination	2011-07-19