Best Investors Account Sign in

Joseph Fritz Grant

First Citizens Investor Services, Inc.

Charlotte, NC

Claim This Profile
Current Employers
First Citizens Investor Services, Inc.

8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2023-11-14
  • NC RA
    APPROVED
    Since 2023-11-14

Branch Locations

128 S Tryon Street, Charlotte, NC 28202 • 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
The Vanguard Group, Inc. Charlotte NC 06/2022 07/2023
Cheney Brothers, Inc. Statesville NC 06/2021 05/2022
Liberty Christian Academy Lynchburg VA 08/2018 06/2021
Liberty University Lynchburg VA 06/2016 07/2018
Liberty University Lynchburg VA 01/2017 08/2018
Liberty University Lynchburg VA 05/2019 12/2020
First Citizens Investor Services Raleigh NC 10/2023 Present
Unemployed Tega Cay SC 08/2023 09/2023
  • 06/2022 → 07/2023
    The Vanguard Group, Inc.
    Charlotte, NC
  • 06/2021 → 05/2022
    Cheney Brothers, Inc.
    Statesville, NC
  • 08/2018 → 06/2021
    Liberty Christian Academy
    Lynchburg, VA
  • 06/2016 → 07/2018
    Liberty University
    Lynchburg, VA
  • 01/2017 → 08/2018
    Liberty University
    Lynchburg, VA
  • 05/2019 → 12/2020
    Liberty University
    Lynchburg, VA
  • 10/2023 → Present
    First Citizens Investor Services
    Raleigh, NC
  • 08/2023 → 09/2023
    Unemployed
    Tega Cay, SC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-11-13
S63 Uniform Securities Agent State Law Examination 2022-08-15
  • S65 Uniform Investment Adviser Law Examination
    2023-11-13
  • S63 Uniform Securities Agent State Law Examination
    2022-08-15
Other Names
  • Joe Fritz Grant
  • Joseph Grant

View on SEC IAPD

Other Firms

FIRST TRYON ADVISORS
MUIRFIELD WEALTH ADVISORS LLC
MAI CAPITAL MANAGEMENT, LLC
LPL FINANCIAL LLC
ARKADIOS WEALTH ADVISORS
MODERA WEALTH MANAGEMENT, LLC
TLG ADVISORS, INC.
CAPITALA PRIVATE ADVISORS, LLC

Other Investors

JOSHUA REESE BAILEY
PHILIP REESE BAILEY
MICHELE V STUTTS
BRANDON RICHARD PHILLIPS
BERT DEEMS MAY
LEILA TARATUS EVANS
Lindie Rheeder
Emily Ruth Johnson

Other Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC
ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
TLG ADVISORS, INC. · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC

More in Charlotte, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor