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Grant Alan Joiner
CRD#: 5287453
IA
Investment Adviser
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Previous Broker
VINEYARD WEALTH GROUP, LLCCRD#: 330619 1076 STATE ROAD
WEST TISBURY, MA 02575
Registration History
20082010201220142016201820202022202420262 FIRMS2020 - 2024 (3 years)IAVINEYARD WEALTH GROUP, LLC (CRD# 330619)2025 - Present (<1 year)BCHARLES SCHWAB & CO., INC. (CRD# 5393)2007 - 2020 (13 years)BOPTIONSXPRESS, INC. (CRD# 103849)2011 - 2012 (<1 year)IACHARLES SCHWAB & CO., INC. (CRD# 5393)2012 - 2020 (8 years)
License(s)

State Registrations

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Massachusetts 1/2/2025

Current Registration(s)
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VINEYARD WEALTH GROUP, LLC (CRD#:330619)
1076 STATE ROAD, WEST TISBURY, MA 02575
Registered with this firm since 1/2/2025

Previous Registration(s)
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12/08/2020 - 11/06/2024 MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC (CRD#:291599) WEST TISBURY, MA
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12/10/2020 - 10/17/2024 LPL FINANCIAL LLC (CRD#:6413) WEST TISBURY, MA
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07/24/2012 - 12/09/2020 CHARLES SCHWAB & CO., INC. (CRD#:5393) Tysons Corner, VA
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09/24/2007 - 12/09/2020 CHARLES SCHWAB & CO., INC. (CRD#:5393) Tysons Corner, VA
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09/02/2011 - 08/08/2012 OPTIONSXPRESS, INC. (CRD#:103849) PHOENIX, AZ
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Broker
IA
Investment Adviser
Disclosures
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