Alan Derek Grismore is an investment adviser representative (IAR) with state registration records since 2016, appearing at 3 firms. Currently registered with SANTARA WEALTH MANAGEMENT LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SANTARA WEALTH MANAGEMENT LLC | 2025-02-03 | present | Yes |
| AXXCESS WEALTH MANAGEMENT, LLC | 2022-09-02 | 2025-02-07 | — |
| J.P. MORGAN SECURITIES LLC | 2016-01-06 | 2022-09-03 | — |