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Inactive

David Ian Grant

Retirement Matters, Inc.

Barrington, IL

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Current Employers
Retirement Matters, Inc.

777 N. Lake Zurich Rd Suite 125D, Barrington, IL 60010 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2013-05-30
  • IL RA
    APPROVED
    Since 2013-05-30

Branch Locations

777 N. Lake Zurich Rd Suite 125D, Barrington, IL 60010 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Retirement Matters, Inc. Cary IL 05/2013 Present
Previous Registrations
  • 2016-01-26 → 2016-06-28
    Clarus Financial Planning
    Geneva, IL
  • 2010-12-10 → 2013-05-24
    Vantage Financial Partners Limited
    Arlington Heights, IL
Designations

View on SEC IAPD

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EDWARD JONES
TORANA GROUP LLC

Other Investors

GARLAND BRENT KIZER
FRANCESCO PAUL VITALE
PAUL JOSEPH DONATO
PETER ANTHONY BALISTRERI
John Geoffrey Ferguson
ANTHONY JOSEPH BALDASSANO
BRAD ALLAN HERMAN
DANIEL PAUL FELDSTEIN

Other Offices

MERIT FINANCIAL ADVISORS · Barrington, IL
AMERIPRISE FINANCIAL SERVICES, LLC · Barrington, IL
PATRICK M. SWEENEY & ASSOCIATES, INC · Barrington, IL
SEQUOIA WEALTH MANAGEMENT, LLC · Barrington, IL
LPL FINANCIAL LLC · BARRINGTON, IL
CARTER FINANCIAL GROUP, INC. · BARRINGTON, IL
EDWARD JONES · BARRINGTON, IL
TORANA GROUP LLC · BARRINGTON, IL

More in Barrington, IL

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