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RIA / WealthAdvisordual registered (broker-dealer)13 years in industry

Grant M David

Advisor at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BATON ROUGE, LA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:eb26e23e-3ca1-1c6a-3aef-4cccf98316c4

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

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Sep 10, 2024 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: MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Aug 12, 2024
First registration: Sep 10, 2024
Dual registered: yes, broker-dealer
Other names: Grant David|Grant Mathew David
IAPD individual key: 7148030

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
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Nov 19, 2024	n/a	yes	BATON ROUGE, LA	Current employment
KENSINGTON ASSET MANAGEMENT, LLC	Asset manager	Sep 10, 2024	Oct 21, 2024	no	AUSTIN, TX	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
KENSINGTON ASSET MANAGEMENT, LLC	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Oct 21, 2024	Nov 19, 2024	29	Firm change	Other

Relationships

Registered with (2)

→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: current employment
Nov 19, 2024 to presentfactForm ADV
→ KENSINGTON ASSET MANAGEMENT, LLCRegistered adviserregistration: previous registration
Sep 10, 2024 to Oct 21, 2024factForm ADV

Dated events

Occurred
Oct 21, 2024
Advisor changed firm
Grant M David left Kensington Asset Management, Llc for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2024-11-19)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:eb26e23e-3ca1-1c6a-3aef-4cccf98316c4
First observed: Sep 10, 2024
Last observed: Sep 14, 2026 6 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.

Grant M David

Advisor at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BATON ROUGE, LA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:eb26e23e-3ca1-1c6a-3aef-4cccf98316c4

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

Firm

Class

Began

Ended

Current

Branch

Basis

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Wirehouse

Nov 19, 2024

n/a

yes

BATON ROUGE, LA

Current employment

KENSINGTON ASSET MANAGEMENT, LLC

Asset manager

Sep 10, 2024

Oct 21, 2024

AUSTIN, TX

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

KENSINGTON ASSET MANAGEMENT, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Oct 21, 2024

Nov 19, 2024

Firm change

Other