William Edward Grant is an investment adviser representative (IAR) with state registration records since 2018, appearing at 4 firms. Currently registered with 360 FINANCIAL, INC..
| Firm | From | To | Current |
|---|---|---|---|
| 360 FINANCIAL, INC. | 2023-08-16 | present | Yes |
| NORTHCOAST ASSET MANAGEMENT LLC | 2021-11-03 | 2023-07-10 | — |
| CUSO FINANCIAL SERVICES, L.P. | 2018-12-19 | 2021-11-17 | — |
| BCU WEALTH ADVISORS, LLC | 2018-08-21 | 2021-10-22 | — |