Brian Hugh Grant

Current Employers

Employment History

• 12/1981 → Present
  Equity Services, Inc.
  Broomall, PA
• 04/2016 → Present
  Kestra Advisory Services, Llc
  Glenside, PA
• 09/2000 → Present
  Kestra Investment Services, Llc
  Glenside, PA

Other Businesses

Business Name: Abacus Properties, LLC Investment Related: Yes Address: 119 S Easton Rd lower level Glenside PA 19038 Nature of Business: Other Other/None of the Above I do not get involved in the operations Position, Title or Relationship: co - Owner with spouse Start Date: 7/28/2004 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: LLC owns an office building. limited. Spouse handles the operations Business Name: Germantown Christian Assembly Investment Related: No Address: 610 E Mt Pleasant Ave Philadelphia PA 19119 Nature of Business: Community/Charitable/Civic Volunteer (Non-Leadership Position) Position, Title or Relationship: Other,This is a church and I serve as part time Pastor Start Date: 6/1/2014 Hours per month: 21% - 30% (33 - 48 hours) Hours per month during trading hours: 11% - 20% (15 - 28 hours) Duties: Preach and visit the sick Business Name: Premier Financial Group, Inc Trinity Financial Partners Investment Related: Yes Address: 119 S Easton Rd Glenside PA 19038 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Owner Start Date: 8/1/1988 Hours per month: 81% - 90% (129 - 144 hours) Hours per month during trading hours: 81% - 90% (113 - 126 hours) Duties: active management Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services Business Name: Grand Old Gospel Fellowship Investment Related: No Address: 158 E. Main Street Lansdale PA 19446 Nature of Business: Community/Charitable/Civic Volunteer (Non-Leadership Position); Other Other/None of the Above This business is a church/non-profit organization. Position, Title or Relationship: church treasurer Start Date: 6/9/2019 Hours per month: 11% - 20% (17 - 32 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: The church treasurer checks the amounts to make sure they match, preparing receipts for the donors and keeping records of the funds. Churches usually require the treasurer to perform all of these duties in the presence of a deacon or some other responsible person to guard against any improper use of the donation money. This is a free service with no compensation. Business Name: Brian H. Grant & Sherryl Grant Personally Owned Real Estate Investment Related: Yes Address: 1414 S Penn Square Philadelphia PA 19102 Nature of Business: Real Estate Position, Title or Relationship: Owner Start Date: 1/1/2010 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: landlord like duties. Business Name: Dream Properties International, LLC - Brian H. Grant Investment Related: Yes Address: 2 Saljon Court MAPLE GLEN PA 19002 Nature of Business: Real Estate Position, Title or Relationship: Member Start Date: 9/6/2005 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Active member of the LLC Business Name: AQUABLU HOLDINGS, LLC POSITION: member of the LLC NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2022 ADDRESS: 2 Saljon Court, Maple Glen PA 19002, United States DESCRIPTION: I have no responsibilities, but answer any questions my wife and I think I may be able to help them with.

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-08-20

Designations