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Philip A. Grant
PHILIP ANDREW GRANT, PHILIP GRANT
CRD#: 6296535
IA
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TRUIST ADVISORY SERVICES, INC.CRD#: 283390 7455 CHANCELLOR DRIVE
ORLANDO, FL 32808
ORLANDO, FL 32808
TRUIST INVESTMENT SERVICES, INC.CRD#: 17499 7455 CHANCELLOR DR
ORLANDO, FL 32809
ORLANDO, FL 32809
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Disclosures
10
Years of Experience
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State Registrations
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Alabama 7/8/2022
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Montana 7/8/2022
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Alaska 7/8/2022
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Nebraska 7/8/2022
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Arizona 7/8/2022
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Nevada 7/8/2022
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Arkansas 7/8/2022
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New Hampshire 7/8/2022
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California 7/8/2022
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New Jersey 7/8/2022
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Colorado 7/8/2022
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New Mexico 7/8/2022
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Connecticut 7/8/2022
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New York 7/8/2022
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Delaware 7/8/2022
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North Carolina 7/8/2022
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District of Columbia 7/8/2022
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North Dakota 7/8/2022
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Florida 6/13/2022
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Ohio 7/8/2022
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Florida 7/11/2022
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Oklahoma 7/8/2022
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Georgia 7/8/2022
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Oregon 7/8/2022
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Hawaii 7/8/2022
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Pennsylvania 7/8/2022
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Idaho 7/8/2022
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Puerto Rico 7/8/2022
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Illinois 7/8/2022
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Rhode Island 7/8/2022
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Indiana 7/8/2022
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South Carolina 7/8/2022
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Iowa 7/8/2022
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South Dakota 7/8/2022
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Kansas 7/8/2022
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Tennessee 7/8/2022
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Kentucky 7/8/2022
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Texas 7/8/2022
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Louisiana 7/8/2022
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Utah 7/8/2022
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Maine 7/8/2022
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Vermont 7/8/2022
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Maryland 7/8/2022
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Virgin Islands 7/8/2022
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Massachusetts 7/8/2022
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Virginia 7/8/2022
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Michigan 7/8/2022
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Washington 7/8/2022
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Minnesota 7/8/2022
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West Virginia 7/8/2022
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Mississippi 7/8/2022
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Wisconsin 7/8/2022
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Missouri 7/8/2022
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Wyoming 7/8/2022
SRO Registrations
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Registered with this firm since 7/11/2022
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Registered with this firm since 6/13/2022
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 06/09/2016 - 05/14/2022 | WINTER PARK, FL | |
B | 06/09/2016 - 05/14/2022 | WINTER PARK, FL | |
IA | 08/20/2015 - 11/02/2015 | ORLANDO, FL | |
B | 08/18/2015 - 11/02/2015 | ORLANDO, FL | |
IA | 04/10/2014 - 07/28/2015 | ORLANDO, FL | |
B | 03/21/2014 - 07/28/2015 | ORLANDO, FL |
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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.
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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 can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.