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

Grant Henry Robert Denniston

LPL Financial LLCBD affiliatedBedford, Nh dual registrantIAPD 6121895

Feed of 09/15/2026

Also filed as Bo Henry Robert Denniston

At current firm

0 y

since Jun 23, 2026

In the industry

13 y

since Dec 13, 2012 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

LPL Financial LLC BD affiliated current
since Jun 23, 2026 · Fort Mill, Sc
Steward Partners Investment Advisory, LLC BD affiliated
Dec 4, 2023 to Jun 29, 2026 · Stamford, Ct
Wells Fargo Advisors wirehouse
Mar 23, 2022 to Dec 12, 2023 · Manchester, Nh
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Aug 1, 2014 to Mar 24, 2022 · Concord, Nh
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Dec 14, 2012 to Jan 31, 2013 · Concord, Nh

Moves

a registration end followed by a registration begin elsewhere

Steward Partners Investment Advisory, LLC to LPL Financial LLC
left Jun 29, 2026, registered Jun 23, 2026 (-6 days) · Affiliated broker-dealer or bank to another · moved with a team
Wells Fargo Advisors to Steward Partners Investment Advisory, LLC
left Dec 12, 2023, registered Dec 4, 2023 (-8 days) · Wirehouse to affiliated broker-dealer or bank
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Wells Fargo Advisors
left Mar 24, 2022, registered Mar 23, 2022 (-1 days) · Wirehouse to wirehouse · moved with a team

Signals

Grant Henry Robert Denniston left Steward Partners Investment Advisory, Llc for Lpl Financial Llc (registered 2026-06-23)
Jun 29, 2026 · Advisor changed firm · fact
Grant Henry Robert Denniston left Wells Fargo Advisors for Steward Partners Investment Advisory, Llc (registered 2023-12-04)
Dec 12, 2023 · Advisor changed firm · fact
Grant Henry Robert Denniston left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Wells Fargo Advisors (registered 2022-03-23)
Mar 24, 2022 · Advisor changed firm · fact

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: Broker-dealer affiliated wealth managerderived
Years in industry: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address