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RIA / WealthAdvisordual registered (broker-dealer)26 years in industry

BRENT KENNETH DONOVAN

Advisor at GRANT TANI BARASH & ALTMAN, LLC

BEVERLY HILLS, CA

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Search this name across graphsid dfx:ria:bd3f09dd-9af0-9b45-965e-784e7ecc9c3d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Aug 7, 2006 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: GRANT TANI BARASH & ALTMAN, 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: Jan 14, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Jan 14, 2000
First registration: Aug 7, 2006
Dual registered: yes, broker-dealer
Other names: BRENT KENNETH DONOVAN
IAPD individual key: 3244063

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
GRANT TANI BARASH & ALTMAN, LLC	Independent wealth	Oct 25, 2023	n/a	yes	BEVERLY HILLS, CA	Current employment
GENEOS WEALTH MANAGEMENT, INC.	Bd affiliated wealth	Jan 16, 2013	Oct 19, 2023	no	Englewood, CO\|LA CANADA FLINTRIDGE, CA	Previous registration
STIFEL, NICOLAUS & COMPANY, INCORPORATED	National bd RIA	Feb 5, 2007	Apr 18, 2011	no	GLENWOOD SPRINGS, CO	Previous registration
MORGAN STANLEY DW INC.	n/a	Aug 7, 2006	Oct 2, 2006	no	LUTHERVILLE, MD\|LUTHERVILLE, MD	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
GENEOS WEALTH MANAGEMENT, INC.	GRANT TANI BARASH & ALTMAN, LLC	Oct 19, 2023	Oct 25, 2023	6	Firm change	Ibd to RIA
STIFEL, NICOLAUS & COMPANY, INCORPORATED	GENEOS WEALTH MANAGEMENT, INC.	Apr 18, 2011	Jan 16, 2013	639	Firm change after gap	Other
MORGAN STANLEY DW INC.	STIFEL, NICOLAUS & COMPANY, INCORPORATED	Oct 2, 2006	Feb 5, 2007	126	Firm change	Other

Relationships

Registered with (4)

→ GRANT TANI BARASH & ALTMAN, LLCRegistered adviserregistration: current employment
Oct 25, 2023 to presentfactForm ADV
→ GENEOS WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
Jan 16, 2013 to Oct 19, 2023factForm ADV
→ STIFEL, NICOLAUS & COMPANY, INCORPORATEDRegistered adviserregistration: previous registration
Feb 5, 2007 to Apr 18, 2011factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Aug 7, 2006 to Oct 2, 2006factForm ADV

Dated events

Occurred
Oct 19, 2023
Advisor changed firm
Brent Kenneth Donovan left Geneos Wealth Management, Inc. for Grant Tani Barash & Altman, Llc (registered 2023-10-25)
Form ADVobserved 5 days ago