Grant B Van Winkle

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-04-02
OH	RA	APPROVED	2026-02-27

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Grove City	OH	06/2024	02/2026
Envisage Wealth Management	Gahanna	OH	01/2024	05/2024
Ohio State University	Columbus	OH	07/2023	05/2024
Plante Moran	Columbus	OH	06/2023	08/2023
Ohio State Univesity	Columbus	OH	08/2022	04/2023
Pds Planning	Dublin	OH	01/2022	07/2022
Granville High School	Columbus	OH	06/2014	05/2020
Ohio State University	Columbus	OH	01/2021	12/2021
'UNiversity Of Kentucky	Lexington	KY	08/2020	12/2020
Bank Of America, N.A.	Grove City	OH	07/2024	02/2026
Morgan Stanley	Columbus	OH	02/2026	Present

06/2024 → 02/2026

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Grove City, OH
01/2024 → 05/2024

Envisage Wealth Management

Gahanna, OH
07/2023 → 05/2024

Ohio State University

Columbus, OH
06/2023 → 08/2023

Plante Moran

Columbus, OH
08/2022 → 04/2023

Ohio State Univesity

Columbus, OH
01/2022 → 07/2022

Pds Planning

Dublin, OH
06/2014 → 05/2020

Granville High School

Columbus, OH
01/2021 → 12/2021

Ohio State University

Columbus, OH
08/2020 → 12/2020

'UNiversity Of Kentucky

Lexington, KY
07/2024 → 02/2026

Bank Of America, N.A.

Grove City, OH
02/2026 → Present

Morgan Stanley

Columbus, OH

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-03-25

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