Triston Hasty-Grant is a CFP-designated registered investment advisor, based in Owasso, OK, with 5 years of industry experience.
Location
9500 N. 129th East Avenue, Suite 106, Owasso, OK, 74055
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Triston is an investment advisory representative with CWM, LLC DBA Carson Wealth Management and president of Global Wealth Management, DBA Waterstone Private Wealth Management, dedicating full-time hours to these roles. He also works full-time as an insurance agent selling life, disability, annuities, and long-term care products.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cwm, LLC
State Registrations9 states
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