Michelle Grant

Current Employers

Employment History

• 11/2016 → 06/2017
  Wells Fargo Clearing Services Llc.
  Portsmouth, VA
• 01/2012 → 06/2017
  Wells Fargo Bank Na
  Portsmouth, VA
• 09/2017 → 05/2022
  Wells Fargo Clearing Services, Llc.
  Roanoke, VA
• 09/2017 → 04/2022
  Wells Fargo Bank Na
  Roanoke, VA
• 05/2022 → 07/2023
  Cuso Financial Services, Lp
  San Diego, CA
• 05/2022 → 07/2023
  Abnb Federal Credit Union
  Yorktown, VA
• 08/2023 → 06/2024
  Langley Federal Credit Union
  New Port News, VA
• 08/2023 → 05/2024
  Cetera Investment Services Llc
  St Cloud, MN
• 08/2023 → 06/2024
  Cetera Investment Advisers Llc
  New Port News, VA
• 06/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Newport News, VA
• 01/2024 → Present
  Liberty University
  Lynchburg, VA
• 07/2024 → Present
  Bank Of America, N.A.
  Newport News, VA

Previous Registrations

• 2023-08-09 → 2024-05-28
  Cetera Investment Advisers Llc
  Newport News, VA
• 2022-05-05 → 2023-07-12
  Cuso Financial Services, L.P.
  Chesapeake, VA
  Yorktown, VA
• 2017-10-23 → 2022-05-05
  Wells Fargo Clearing Services, Llc
  Yorktown, VA
  Hampton, VA
  Norfolk, VA
  Roanoke, VA
  Roanoke, VA
• 2017-03-13 → 2017-06-09
  Wells Fargo Clearing Services, Llc
  Portsmouth, VA
  Norfolk, VA

Other Businesses

I*3650283, Entity Type: Entity Charitable, Name of OBA: York-Seaford Falcons Youth Football and Cheerleading, Address: Yorktown, Virginia, 23692, Investment Related: N, Position, Title, Association: Board Member, Other, Employee Start Date: 02/01/2026, No Hours: 4 Monthly, No Hours during Trading: 0 Monthly, Duties: Duties are limited to administrative support, recordkeeping, meeting minutes, and communication coordinator. Volunteer, non compensated service as Secretary for York-Seaford Youth Football and Cheer, a nonprofit youth sports organization located in Yorktown, VA, where I am a resident and my child is a participant. Duties are limited to administrative support, recordkeeping, meeting minutes, and communication coordinator. I*3841277 Entity Type: N/A Name of OBA: Greater Williamsburg Chamber of Commerce Address: Williamsburg, Virginia, 23185 Investment Related: No Position, Title, Association: Committee Employee Start Date: 02/26/2026 Number of Hours: 3, Monthly Number of Hours during trading: 0, Monthly Duties: The Greater Williamsburg Chamber of Commerce is a local business organization that promotes economic development, supports member businesses, and strengthens community and regional business relationships. The Chamber provides networking opportunities, educational programs, and advocacy efforts to enhance the business environment in the Greater Williamsburg area. My role is limited to serving in a governance capacity and does not involve providing financial services or accessing funds. This activity involves serving in a non-compensated governance capacity with the Greater Williamsburg Chamber of Commerce. Responsibilities include attending meetings, reviewing materials, and providing general input on organizational initiatives. The role is strictly limited to governance and community engagement and does not involve providing financial advice, soliciting business, managing funds, or using my professional licenses in any capacity

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-03-13
• S63 Uniform Securities Agent State Law Examination
  2017-02-17

Other Names

• Michelle Porbile