Samuel Francis Grant

Current Employers

Employment History

• 06/2014 → 03/2018
  Fidelity Brokerage Services, Llc
  Merrimack, NH
• 03/2018 → 10/2018
  Opsgenie
  Boston, MA
• 10/2018 → 02/2020
  Atlassian
  Boston, MA
• 02/2020 → 09/2024
  Ages Financial Services, Ltd.
  Reading, MA
• 09/2024 → 01/2026
  Stonex Securities Inc
  Reading, MA
• 07/2020 → 01/2026
  Trust Advisory Group Ltd
  Reading, MA
• 01/2026 → Present
  Lpl Financial
  Haverhill, MA

Previous Registrations

• 2020-07-21 → 2026-01-12
  Trust Advisory Group Ltd
  Birmingham, AL
  Reading, MA

Other Businesses

1) 12/17/2025 - Summer Street Financial / DBA LPL Business (entity for LPL business) Inv Related / At reported business location (s) 160 Total Hours per month - 160 Total Hours per month during trading 2) 12/17/2025 - Samuel Grant / Non-Variable Insurance / Insurance Agent / Inv Related / Haverhill MA 01830 / Start date 01/09/2026 - 20 Total Hours per month - 20 Total Hours per month during trading 3) 12/17/2025 - Good Life Insurance Associates / Non-Variable Insurance / Insurance Agent / Inv Related / Haverhill MA 01830 / Start date 01/09/2026 - 20 Total Hours per month - 20 Total Hours per month during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-07-09
• S63 Uniform Securities Agent State Law Examination
  2014-07-21