Best Investors Account Sign in
Inactive

Grant Marshall Kennedy

Certified Advisory Corp

Altamonte Springs, FL

Claim This Profile
Current Employers
Certified Advisory Corp

1111 Douglas Avenue, Altamonte Springs, FL 32714-2033 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-07-28
  • FL RA
    APPROVED
    Since 2025-07-28

Branch Locations

1111 Douglas Avenue, Altamonte Springs, FL 32714-2033 • 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
Certified Financial Group Altamonte Springs FL 02/2024 Present
University Of Florida Gainesville FL 08/2019 12/2023
Franklin Templeton St. Petersburg FL 06/2022 08/2022
Omni Consulting Firm Gainesville FL 01/2022 06/2022
Hollister Clothing Co. Coral Springs FL 10/2018 08/2019
Coral Springs Highschool Coral Springs FL 08/2015 06/2019
  • 02/2024 → Present
    Certified Financial Group
    Altamonte Springs, FL
  • 08/2019 → 12/2023
    University Of Florida
    Gainesville, FL
  • 06/2022 → 08/2022
    Franklin Templeton
    St. Petersburg, FL
  • 01/2022 → 06/2022
    Omni Consulting Firm
    Gainesville, FL
  • 10/2018 → 08/2019
    Hollister Clothing Co.
    Coral Springs, FL
  • 08/2015 → 06/2019
    Coral Springs Highschool
    Coral Springs, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-15
  • S65 Uniform Investment Adviser Law Examination
    2025-07-15
Designations

View on SEC IAPD

Other Firms

SYNERGY INVESTMENT MANAGEMENT LLC
LPL FINANCIAL LLC
AMERITAS ADVISORY SERVICES, LLC
401K GENERATION
CETERA INVESTMENT ADVISERS LLC
PFS INVESTMENTS INC.
OCCIDENTAL ASSET MANAGEMENT, LLC
G. A. REPPLE & COMPANY

Other Investors

CHRISTOPHER WAYNE BORDNER
Guy Britton Davidson
DAVID JOHN SCHLITT
JIMMY DALE GREENE
JASON BLAIR TUCKER
THOMAS THEODORE GERARDI
Roberto Antonio Yudice
Christopher Michael Claude

Other Offices

SYNERGY INVESTMENT MANAGEMENT LLC · ALTAMONTE SPRINGS, FL
LPL FINANCIAL LLC · ALTAMONTE SPRINGS, FL
AMERITAS ADVISORY SERVICES, LLC · ALTAMONTE SPG, FL
AMERITAS ADVISORY SERVICES, LLC · Altamonte Springs, FL
AMERITAS ADVISORY SERVICES, LLC · ALTAMONTE SPG, FL
401K GENERATION · ALTAMONTE SPRINGS,, FL
CETERA INVESTMENT ADVISERS LLC · ALTAMONTE SPRINGS, FL
PFS INVESTMENTS INC. · ALTAMONTE SPRINGS, FL

More in Altamonte Springs, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor