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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-07-20 |
Branch Locations
475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
767 East Via De Ventura Suite 240 , Scottsdale, AZ 85258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Phoenix | AZ | 05/2012 | 03/2023 |
| Morgan Stanley | Gilbert | AZ | 04/2023 | 08/2025 |
| Simplicity Wealth | Summit | NJ | 07/2026 | Present |
| Juniper Wealth Management | Scottsdale | AZ | 06/2026 | Present |
| Unemployed | Chandler | AZ | 08/2025 | 06/2026 |
Grant A. Therrien; investment related; 4347 E Tonto Pl, Chandler, AZ 85249; Registered Insurance Agent; 6/29/2026; approximate number of hours/month you devote to the other business 160; Life insurance sales. Juniper Wealth Management; investment related; 4347 E Tonto Pl, Chandler, AZ 85249; Insurance Sales; 6/29/2026; approximate number of hours/month you devote to the other business 160; Life insurance sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-10 |
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