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.

Current firm

GRANTD WEALTH, INC.

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jul 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

5

Current registrations

1

Registered states

4

Designations

Chartered Financial Analyst

Exams

S66

First exam

Nov 8, 2016

First registration

Nov 18, 2016

Dual registered

no

Other names

Jacob Newman Impellicceri|Jacob Newman Impellicceiri|Jacob Neuman Impellicceiri|Jacob Impellicceiri

IAPD individual key

6699882

• Occurred

  Aug 13, 2026
  Advisor changed firm

  Jacob Neuman Impellicceiri left Grantd Wealth, Inc. for Grantd Wealth, Inc. (registered 2026-04-06)

  Form ADVobserved 4 days ago
• Occurred

  Jan 6, 2026
  Advisor changed firm

  Jacob Neuman Impellicceiri left Cetera Investment Advisers Llc for Grantd Wealth, Inc. (registered 2026-01-09)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d70d6eeb-d8b3-5498-3da8-1ea2c0e830b2

First observed

Nov 18, 2016

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.