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
Mani Dwight Grant
Certified Financial Planner
Feed of 09/15/2026
Also filed as Mani Grant
At current firm
0 y
since Jun 25, 2026
In the industry
10 y
since Sep 1, 2016 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Kestra Advisory Services, LLC BD affiliated currentsince Jun 25, 2026 · New York, Ny
- Private Advisor Group, LLC BD affiliatedFeb 24, 2022 to Nov 29, 2022 · Reston, Va
- Campbell Wealth Management, Inc. formerMay 18, 2021 to Nov 9, 2021 · Alexandria, Va
- Captrust institutionalFeb 26, 2021 to May 18, 2021 · New York, Ny
- Cammack Retirement Group formerFeb 20, 2020 to May 18, 2021 · Wellesley, Ma
Moves
a registration end followed by a registration begin elsewhere
- Private Advisor Group, LLC to Kestra Advisory Services, LLCleft Nov 29, 2022, registered Jun 25, 2026 (1304 days) · Affiliated broker-dealer or bank to another
- Campbell Wealth Management, Inc. to Private Advisor Group, LLCleft Nov 9, 2021, registered Feb 24, 2022 (107 days) · RIA to affiliated broker-dealer or bank
- Cammack Retirement Group to Captrustleft May 18, 2021, registered Feb 26, 2021 (-81 days) · Other · moved with a team
- Captrust to Campbell Wealth Management, Inc.left May 18, 2021, registered May 18, 2021 (0 days) · Other
Signals
- Mani Dwight Grant left Private Advisor Group, Llc for Kestra Advisory Services, Llc (registered 2026-06-25)Nov 29, 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
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address