Best Investors Account Sign in
Inactive

Cade Myers

Grant Private Wealth Management

Pleasanton, CA

Claim This Profile
Current Employers
Grant Private Wealth Management

4683 Chabot Drive Suite 101, Pleasanton, CA 94588 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-09-16
TX RA APPROVED 2025-09-16
  • CA RA
    APPROVED
    Since 2025-09-16
  • TX RA
    APPROVED
    Since 2025-09-16

Branch Locations

4683 Chabot Drive Suite 101, Pleasanton, CA 94588 • 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
Grant Private Wealth Management, Inc. Pleasanton CA 09/2025 Present
Full Time Student Santa Barbara CA 08/2015 06/2023
Hathaway Dinwiddie Construction Company San Francisco CA 09/2023 07/2025
  • 09/2025 → Present
    Grant Private Wealth Management, Inc.
    Pleasanton, CA
  • 08/2015 → 06/2023
    Full Time Student
    Santa Barbara, CA
  • 09/2023 → 07/2025
    Hathaway Dinwiddie Construction Company
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-29
  • S65 Uniform Investment Adviser Law Examination
    2025-03-29

View on SEC IAPD

Other Firms

PRUDENT PROSPERA PLANNING, INC.
CETERA INVESTMENT ADVISERS LLC
PANDECT CATALYST FUND MANAGEMENT LLC
ADAP TAX FINANCIAL, INC.
BUCK WEALTH STRATEGIES, LLC
DEJARNATT, PAUL E
LPL FINANCIAL LLC
LEGACY WEALTH MANAGEMENT, LLC

Other Investors

ATUL C DUBAL
JONATHAN CHARLES ILLIG
HOWARD COREY HERTZ
Gregory Francis Crofton
KEVIN LYLE SHELTON
PAUL EDWARD DEJARNATT
DANIEL BURKE BELTRAN
Sonja H. Kurhanewicz

Other Offices

PRUDENT PROSPERA PLANNING, INC. · PLEASANTON, CA
CETERA INVESTMENT ADVISERS LLC · PLEASANTON, CA
PANDECT CATALYST FUND MANAGEMENT LLC · PLEASANTON, CA
ADAP TAX FINANCIAL, INC. · PLEASANTON, CA
BUCK WEALTH STRATEGIES, LLC · PLEASANTAN, CA
DEJARNATT, PAUL E · PLEASANTON, CA
LPL FINANCIAL LLC · PLEASANTON, CA
LEGACY WEALTH MANAGEMENT, LLC · Pleasanton, CA

More in Pleasanton, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor