Melanie Carroll Hasty-Grant

Current Employers

Employment History

• 01/2004 → 01/2017
  Lpl Financial Llc (Formerly: Linsco Private Ledger)
  Owasso, OK
• 08/2016 → Present
  Cwm, Llc
  Omaha, NE
• 01/2017 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 04/2008 → Present
  Waterstone Private Wealth Management
  Owasso, OK
• 11/2023 → Present
  Full Armor Llc
  Owasso, OK
• 11/2023 → Present
  Huckleberry Marine Llc
  Owasso, OK
• 11/2023 → Present
  Huckleberry Real Estate Llc
  Stigler, OK

Previous Registrations

• 2004-01-30 → 2016-12-23
  Lpl Financial Llc
  Owasso, OK
  Tulsa, OK

Other Businesses

1.NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON WEALTH MANAGEMENT GROUP, CARSON GROUP PARTNERS AND CARSON GROUP. INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATIONNATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM THAT PROVIDES PORTFOLIO MANAGEMENT, FINANCIAL PLANNING, ESTATE PLANNING AND ADDITIONAL ADVISORY SERVICES, POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE, START DATE: 1/2017, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: INVESTMENT ADVISOR PROVIDING ADVISORY SERVICES TO ITS CLIENTS, INCLUDING DISCRETIONARY INVESTMENT MANAGEMENT AND FINANCIAL GUIDANCE. 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 01/2017 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, ANNUITIES AND LONG TERM CARE 3. NAME OF OTHER BUSINESS: WATERSTONE PRIVATE WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 04/2008 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: FINANCIAL ADVISOR 4. NAME OF OTHER BUSINESS: GLOBAL WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: BUSINESS ENTITY START DATE: 04/2008 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: OWNER OF BUSINESS ENTITY FOR WATERSTONE PRIVATE WEALTH MANAGMENT 5. NAME OF OTHER BUSINESS: CHARACTER COIN, LLC INVESTMENT RELATED: NO ADDRESS: NATURE OF BUSINESS: CHARITABLE START DATE: 04/2008 POSITION/TITLE/RELATIONSHIP: CEO / PRESIDENT APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: PURCHASE COINS AND GIVE THEM AWAY TO SCHOOLS, CHAMBER AND INDIVIDUALS 6. NAME OF OTHER BUSINESS: HASTY FAMILY PARTNERSHIP INVESTMENT RELATED: NO ADDRESS: 100 GOLDEN POND, ALMYA, AR 72003 NATURE OF BUSINESS: FAMILY FARM START DATE: 6/1999 POSITION/TITLE/RELATIONSHIP: PARTNER APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES BRIEF DESCRIPTION OF DUTIES: FAMILY FARM PARTNERSHIP; 7. NAME OF OTHER BUSINESS: FAITH RANCH, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FAMILY FARM; START DATE: 10/2022; POSITION/TITLE/RELATIONSHIP: OWNER/MANAGER; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 10; BRIEF DESCRIPTION OF DUTIES: BOOK LODGING, CLEAN, COOK, MARKET RETREAT & GUIDED HUNTING; 8. NAME OF OTHER BUSINESS: FULL ARMOR LLC , INVESTMENT RELATED: NO, ADDRESS: SAME AS RESIDENTIAL LOCATION, NATURE OF BUSINESS: HOLDING COMPANY, START DATE: 11/2023, POSITION/TITLE/RELATIONSHIP: OWNER, LESS THAN ONE HOUR PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: HOLDING COMPANY FOR TAX PURPOSES; 9. NAME OF OTHER BUSINESS: HUCKLEBERRY MARINE LLC, INVESTMENT RELATED: NO, ADDRESS: SAME AS RESIDENTIAL LOCATION, NATURE OF BUSINESS: BOAT RENTAL, START DATE: 11/2023, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 2, NOT DURING TRADING HOURS BRIEF DESCRIPTION OF DUTIES: RENT BOAT TO HOUSE GUESTS; 10. NAME OF OTHER BUSINESS: HUCKLEBERRY REAL ESTATE LLC, INVESTMENT RELATED: NO, ADDRESS: 351 WEST BK 1700 ROAD, STIGLER, OK 74462, NATURE OF BUSINESS: REAL ESTATE START DATE: 11/2023, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 10, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: MAKE BOOKINGS WITH GUESTS, MANAGE HOUSE AND CLEANING CREW;

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-09-30
• S63 Uniform Securities Agent State Law Examination
  1999-04-08

Other Names

• Melanie Hastygrant
• Melanie Carroll Hastygrant