Investment Adviser Public Disclosure SECNASAASECNASAASECNASAA
  • Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
< Back to Results
Detailed Report
KEVIN WILLIAM GRENHAM
CRD#: 1575954
IA
Investment Adviser
B
Previous Broker
ONEDIGITAL INVESTMENT ADVISORSCRD#: 106766 195 Scott Swamp Road, Ste 100
Farmington, CT 06032
Registration History
199019952000200520102015202020252 FIRMS1986 - 1987 (<1 year)IAONEDIGITAL INVESTMENT ADVISORS (CRD# 106766)2019 - Present (5 years)BTRIAD ADVISORS LLC (CRD# 25803)2012 - 2019 (7 years)BFIELDPOINT PRIVATE SECURITIES, LLC (CRD# 18975)1988 - 2012 (24 years)BOGDEN EQUITIES, INC. (CRD# 17548)1987 - 1987 (<1 year)IAFUTURE BENEFITS INC (CRD# 107620)1992 - 2019 (27 years)
License(s)

State Registrations

IA
Connecticut 5/7/2019
Current Registration(s)
IA
ONEDIGITAL INVESTMENT ADVISORS (CRD#:106766)
195 Scott Swamp Road, Ste 100, Farmington, CT 06032
Registered with this firm since 5/7/2019
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 09/11/1992 - 12/31/2019 FUTURE BENEFITS INC (CRD#:107620) CHESHIRE, CT
B
 10/30/2012 - 12/31/2019 TRIAD ADVISORS LLC (CRD#:25803) CHESHIRE, CT
B
 01/01/1988 - 11/01/2012 FIELDPOINT PRIVATE SECURITIES, LLC (CRD#:18975) NEW YORK, NY
B
 03/24/1987 - 12/07/1987 OGDEN EQUITIES, INC. (CRD#:17548)
FINRA expelled the firm on 11/15/1994
B
 12/09/1986 - 07/21/1987 EQUICO SECURITIES, INC. (CRD#:6627)
B
 12/09/1986 - 07/13/1987 THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (CRD#:4039)
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.