DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Jeremy Warman Grant
Certified Financial Planner
Feed of 09/14/2026
At current firm
8 y
since Jan 3, 2018
In the industry
22 y
since Dec 1, 2003 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Cornerstone Wealth independent RIA currentsince Jan 3, 2018 · Huntersville, Nc
- Cornerstone Wealth formerJul 20, 2011 to Dec 31, 2017 · Cornelius, Nc
- Securities America Advisors, Inc. formerNov 11, 2005 to Jul 20, 2011 · Cornelius, Nc
- Securities America Advisors, Inc. formerJan 13, 2005 to Jun 2, 2005 · Cornelius, Nc
- Osaic Fa, Inc. formerFeb 12, 2004 to Dec 16, 2004 · Charlotte, Nc
Moves
a registration end followed by a registration begin elsewhere
- Cornerstone Wealth to Cornerstone Wealthleft Dec 31, 2017, registered Jan 3, 2018 (3 days) · channel change inside one enterprise, not a move · moved with a team
- Securities America Advisors, Inc. to Cornerstone Wealthleft Jul 20, 2011, registered Jul 20, 2011 (0 days) · Other
- Osaic Fa, Inc. to Securities America Advisors, Inc.left Dec 16, 2004, registered Jan 13, 2005 (28 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address