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RIA / WealthAdvisorCertified Financial Planner30 years in industry

MICHELE ANTOINETTE GRANT

Advisor at FINANCIAL ENHANCEMENT GROUP

Woodstock, GA | ANDERSON, IN

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Search this name across graphsid dfx:ria:f89d20d2-bf90-93b9-685a-a18d6906c5ef

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Dec 23, 2013 to Sep 15, 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: FINANCIAL ENHANCEMENT GROUP
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: Jun 20, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Jun 20, 1996
First registration: Dec 23, 2013
Dual registered: no
Other names: MICHELE A GRANT
IAPD individual key: 2728898

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
FINANCIAL ENHANCEMENT GROUP	Independent wealth	Oct 1, 2025	n/a	yes	Woodstock, GA\|ANDERSON, IN	Current employment
CHARLES SCHWAB & CO., INC.	National bd RIA	Feb 17, 2022	Dec 6, 2023	no	Alpharetta, GA	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Feb 27, 2018	Oct 14, 2022	no	OAKLAND, CA\|SAN FRANCISCO, CA\|Atlanta, GA\|Atlanta, GA\|Alpharetta, GA	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Feb 26, 2018	Sep 7, 2023	no	OMAHA, NE\|Oakland, CA\|SAN FRANCISCO, CA\|Atlanta, GA\|Alpharetta, GA	Previous registration
SCOTTRADE INVESTMENT MANAGEMENT	Former SEC adviser	Sep 15, 2016	Feb 26, 2018	no	SAINT LOUIS, MO	Previous registration
PRUCO SECURITIES, LLC	No RAUM reported	Dec 23, 2013	Dec 23, 2013	no	SAN FRANCISCO, CA	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
CHARLES SCHWAB & CO., INC.	FINANCIAL ENHANCEMENT GROUP	Dec 6, 2023	Oct 1, 2025	665	Firm change after gap	Ibd to RIA
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	TD AMERITRADE, INC.	Sep 7, 2023	Feb 27, 2018	-2,018	Channel change	Other
TD AMERITRADE, INC.	CHARLES SCHWAB & CO., INC.	Oct 14, 2022	Feb 17, 2022	-239	Channel change	Other
SCOTTRADE INVESTMENT MANAGEMENT	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Feb 26, 2018	Feb 26, 2018	0	Bulk transfer	Ibd to RIA
PRUCO SECURITIES, LLC	SCOTTRADE INVESTMENT MANAGEMENT	Dec 23, 2013	Sep 15, 2016	997	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
111514:7870:GA:2023-09-07	Sep 7, 2023	Feb 27, 2018	ALPHARETTA, GA	Firm change after gap
7870:5393:GA:2022-10-14	Oct 14, 2022	Feb 17, 2022	ALPHARETTA, GA	Firm change after gap

Relationships

Registered with (6)

→ FINANCIAL ENHANCEMENT GROUPRegistered adviserregistration: current employment
Oct 1, 2025 to presentfactForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Feb 17, 2022 to Dec 6, 2023factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Feb 26, 2018 to Sep 7, 2023factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Feb 27, 2018 to Oct 14, 2022factForm ADV
→ SCOTTRADE INVESTMENT MANAGEMENTRegistered adviserregistration: previous registration
Sep 15, 2016 to Feb 26, 2018factForm ADV
→ PRUCO SECURITIES, LLCRegistered adviserregistration: previous registration
Dec 23, 2013 to Dec 23, 2013factForm ADV

Dated events

Occurred
Dec 6, 2023
Advisor changed firm
Michele Antoinette Grant left Charles Schwab & Co., Inc. for Financial Enhancement Group (registered 2025-10-01)
Form ADVobserved 4 days ago