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512 Poyntz Ave Suite 120, Manhattan, KS 66502 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-09 |
| CA | RA | APPROVED | 2021-06-09 |
Branch Locations
512 Poyntz Ave Suite 120, Manhattan, KS 66502 • United States
Santa Monica, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hartford | CT | 06/2014 | 02/2017 |
| Bank Of America N.A. | Enfield | CT | 10/2014 | 02/2017 |
| Morgan Stanley | New Haven | CT | 03/2017 | 04/2018 |
| Morgan Stanley Private Bank, National Association | New York | NY | 03/2017 | 04/2018 |
| Raymond James & Associates, Inc. | New York | NY | 04/2018 | 06/2021 |
| Raymond James & Associates, Inc. | Los Angeles | CA | 04/2018 | 06/2021 |
| Garrett Investment Advisors, Llc | Santa Monica | CA | 06/2021 | Present |
Mr. Grzesczyk is not engaged in any reportable outside business activities. Mr. Grzesczyk holds insurance licenses for the purpose of providing insurance-related advice to firm clients, however, the firm does not permit him to be appointed with any insurance carrier, meaning he cannot sell insurance products or earn commissions related to the sale of insurance products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-08 |
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