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RIA / WealthAdvisor18 years in industry

BRENDAN VINCENT GRADY

Advisor at GIBBS WEALTH MANAGEMENT, LLC

PINEVILLE, NC | ALPHARETTA, GA

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Search this name across graphsid dfx:ria:30637abd-9482-1e2b-36b5-8d6976fedff2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Jul 23, 2015 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: GIBBS WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 1, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S65
First exam: Jun 6, 2015
First registration: Jul 23, 2015
Dual registered: no
Other names: BRENDAN Vincent GRADY
IAPD individual key: 6523992

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
GIBBS WEALTH MANAGEMENT, LLC	Independent wealth	Oct 31, 2022	n/a	yes	ALPHARETTA, GA\|PINEVILLE, NC	Current employment
BROOKSTONE ASSET MANAGEMENT, LLC	Asset manager	Jan 3, 2018	Dec 31, 2021	no	Charlotte, NC	Previous registration
CLARITY FINANCIAL GROUP, INC.	n/a	Dec 5, 2017	Oct 31, 2022	no	PINEVILLE, NC	Previous registration
GRADIENT INVESTMENTS, LLC	Independent wealth	Nov 6, 2017	Apr 8, 2019	no	Charlotte, NC\|ARDEN HILLS, MN	Previous registration
QUESTAR ASSET MANAGEMENT, INC.	Former SEC adviser	Nov 16, 2016	Oct 5, 2017	no	CHARLOTTE, NC\|MINNEAPOLIS, MN	Previous registration
GRADIENT INVESTMENTS, LLC	Independent wealth	Nov 3, 2015	Jun 2, 2017	no	Charlotte, NC\|ARDEN HILLS, MN	Previous registration
GRADY FINANCIAL INC.	n/a	Jul 23, 2015	Oct 20, 2016	no	CHARLOTTE, NC	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CLARITY FINANCIAL GROUP, INC.	BROOKSTONE ASSET MANAGEMENT, LLC	Oct 31, 2022	Jan 3, 2018	-1,762	Firm change after gap	Other
BROOKSTONE ASSET MANAGEMENT, LLC	GIBBS WEALTH MANAGEMENT, LLC	Dec 31, 2021	Oct 31, 2022	304	Firm change	RIA to RIA
GRADIENT INVESTMENTS, LLC	CLARITY FINANCIAL GROUP, INC.	Apr 8, 2019	Dec 5, 2017	-489	Firm change after gap	Other
QUESTAR ASSET MANAGEMENT, INC.	GRADIENT INVESTMENTS, LLC	Oct 5, 2017	Nov 6, 2017	32	Firm change	Other
GRADIENT INVESTMENTS, LLC	QUESTAR ASSET MANAGEMENT, INC.	Jun 2, 2017	Nov 16, 2016	-198	Firm change after gap	Other
GRADY FINANCIAL INC.	GRADIENT INVESTMENTS, LLC	Oct 20, 2016	Nov 3, 2015	-352	Firm change after gap	Other

Relationships

Registered with (6)

→ GIBBS WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Oct 31, 2022 to presentfactForm ADV
→ CLARITY FINANCIAL GROUP, INC.Registered adviserregistration: previous registration
Dec 5, 2017 to Oct 31, 2022factForm ADV
→ BROOKSTONE ASSET MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 3, 2018 to Dec 31, 2021factForm ADV
→ GRADIENT INVESTMENTS, LLCRegistered adviserregistration: previous registration
Nov 6, 2017 to Apr 8, 2019factForm ADV
→ QUESTAR ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Nov 16, 2016 to Oct 5, 2017factForm ADV
→ GRADY FINANCIAL INC.Registered adviserregistration: previous registration
Jul 23, 2015 to Oct 20, 2016factForm ADV

Dated events

Occurred
Oct 31, 2022
Advisor changed firm
Brendan Vincent Grady left Clarity Financial Group, Inc. for Brookstone Asset Management, Llc (registered 2018-01-03)
Form ADVobserved 4 days ago