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123 Nw 4Th Street Suite 14, Evansville, IN 47708 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-12-17 |
Branch Locations
123 Nw 4Th Street Suite 14, Evansville, IN 47708 • United States
Manahawkin, NJ • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Worden Capital Management Llc | New York | NY | 11/2019 | 10/2021 |
| Ollie Grant Private Wealth | Evansville | IN | 12/2025 | Present |
| Laidlaw & Company (Uk) Ltd | New York | NY | 10/2010 | 08/2017 |
| National Securities Corportaion | New York | NY | 08/2017 | 11/2019 |
| Sw Financial Llc | Melville | NY | 10/2021 | 05/2022 |
| Krw Consulting | Manahawkin | NJ | 05/2022 | Present |
KRW INC, PASS THROUGH CORP/BILL PAYING ONLY, OWNER,1043 SAILOR DRIVE, MANAHAWKIN, NJ 08050 START 8-2017 O HRS/MONTH. NON_INVESTMENT RELATED Advisors Mortgage - 5 per week, Mortgage Loan originator (MLO), 5114 Route 33 Wall, NJ, 07719
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-10 |
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