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Misty Dawn Grant

Strategic Advisers LLC

Franklin, TN

Franklin, TN

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • TN RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

4031 Aspen Grove Dr Suite 490, Franklin, TN 37067-2939 • United States

Franklin, TN • 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
Lpl Financial Llc Jacksonville FL 01/2018 10/2019
Logos University Jacksonville FL 04/1998 Present
Independent Advisor Alliance Jacksonville FL 03/2019 10/2019
Fidelity Brokerage Services, Llc Jacksonville FL 10/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2018 → 10/2019
    Lpl Financial Llc
    Jacksonville, FL
  • 04/1998 → Present
    Logos University
    Jacksonville, FL
  • 03/2019 → 10/2019
    Independent Advisor Alliance
    Jacksonville, FL
  • 10/2019 → Present
    Fidelity Brokerage Services, Llc
    Jacksonville, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-12-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
    Franklin, TN
  • 2019-04-09 → 2019-10-09
    Independent Advisor Alliance, Llc
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-02-20
  • S66 Uniform Combined State Law Examination
    2019-02-20
Other Names
  • Misty Lapinski
  • Misty Dawn Grant
  • Misty Grant

View on SEC IAPD

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