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

SIMPLICITY WEALTH

Current firm class

mixed wealth managerderived

Book size

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

Industry start

May 1, 2012earliest registration or exam on IAPD

Years in industry

14derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66

First exam

Aug 10, 2012

First registration

Aug 16, 2012

Dual registered

no

Other names

GRANT THERRIEN

IAPD individual key

6074862

• Occurred

  Aug 12, 2025
  Advisor changed firm

  Grant A Therrien left Morgan Stanley for Simplicity Wealth (registered 2026-07-20)

  Form ADVobserved 5 days ago
• Occurred

  Apr 3, 2023
  Advisor changed firm

  Grant A Therrien left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Morgan Stanley (registered 2023-04-20)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e77200e9-d164-a75c-a7fc-0b0bc80d3ba1

First observed

Aug 16, 2012

Last observed

Sep 15, 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.