Grant Thomas Kalmanovitz

Current Employers

Employment History

• 11/2006 → 06/2017
  Charles Schwab & Co., Inc.
  San Francisco, CA
• 08/2017 → 09/2018
  Lendingclub
  San Francisco, CA
• 09/2018 → 08/2021
  Lpl Financial
  San Diego, CA
• 08/2021 → 03/2022
  North Capital Private Securities
  Salt Lake City, UT
• 08/2021 → 02/2023
  Equitybee Inc.
  Palo Alto, CA
• 03/2022 → 02/2023
  Equitybee Securities Llc
  Palo Alto, CA
• 07/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 07/2024 → Present
  Cetera Advisors Llc
  Greenwood Village, CO
• 07/2024 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 07/2024 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 02/2023 → Present
  Grant Kalmanovitz
  Encinitas, CA
• 04/2023 → Present
  San Dieguito Union High School District
  Encinitas, CA

Previous Registrations

• 2018-10-12 → 2021-08-26
  Lpl Financial Llc
  San Diego, CA
• 2008-03-14 → 2017-06-19
  Charles Schwab & Co., Inc.
  Phoenix, AZ
  Phoenix, AZ
  Englewood, CO
  San Francisco, CA
  Lone Tree, CO

Other Businesses

1. NAME OF OTHER BUSINESS: GRANT KALMANOVITZ INVESTMENT RELATED: NO ADDRESS: LA COSTA CANYON HS 710 ENCINITAS BLVD ENCINITAS, CA 92024 NATURE OF BUSINESS: BASKETBALL COACH START DATE: 04/2023 APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 0 POSITION/TITLE/RELATIONSHIP: ASSISTANT COACH BRIEF DESCRIPTION OF DUTIES: COACHING BASKETBALL; 2. NAME OF OTHER BUSINESS: VIRTUALSTAGING.COM; INVESTMENT RELATED: NO, ADDRESS: 216 MELROSE AVENUE, ENCINITAS, CA 92024, NATURE OF BUSINESS: REAL ESTATE STAGING, START DATE: 10/2024, POSITION/TITLE/RELATIONSHIP: SALES STRATEGY CONSULTANT, APX NUMBER OF HOURS PER WEEK: 5, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: HELP THE CEO TEST SALES OUTREACH STRATEGIES; 3. NAME OF OTHER BUSINESS: GRANT KALMANOVITZ; INVESTMENT RELATED: NO; ADDRESS: 216 MELROSE AVENUE ENCINITAS, CA 92024; NATURE OF BUSINESS: MARKET RESEARCH; START DATE: 10/2024; POSITION/TITLE/RELATIONSHIP: CONSULTANT; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: SOUGHT OUT BY THE MARKET RESEARCH FIRM TO SHARE MY EXPERIENCE ON CALLS WITH CLIENTS;

Exams

• S66 Uniform Combined State Law Examination
  2008-03-08
• S63 Uniform Securities Agent State Law Examination
  2006-12-08

Designations

Other Names

• Rocky Kalmanovitz