Grady L Wimble

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-05-09
VT	RA	APPROVED	2025-04-28

Branch Locations

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

Organization	City	State	From	To
Morgan Stanley	Colchester	VT	07/2022	Present
Keybank	South Burlington	VT	10/2020	07/2022
Dealer Policy	Williston	VT	01/2020	10/2020
Cellular Sales Of Knoxville Incorporate	South Burlington	VT	04/2019	01/2020
Bankers Life	South Burlington	VT	01/2019	04/2019
Union Mutual Fire Insurance Company	Montpelier	VT	05/2018	12/2019
Applebees Grill And Bar	Rutland	VT	06/2016	05/2018

07/2022 → Present

Morgan Stanley

Colchester, VT
10/2020 → 07/2022

Keybank

South Burlington, VT
01/2020 → 10/2020

Dealer Policy

Williston, VT
04/2019 → 01/2020

Cellular Sales Of Knoxville Incorporate

South Burlington, VT
01/2019 → 04/2019

Bankers Life

South Burlington, VT
05/2018 → 12/2019

Union Mutual Fire Insurance Company

Montpelier, VT
06/2016 → 05/2018

Applebees Grill And Bar

Rutland, VT

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-04-26