David Grundy is a registered investment advisor, based in Alpharetta, GA, with 2 years of industry experience.
Location
2400 Lakeview Parkway, Suite 550, Alpharetta, GA, 30009
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David works as a rideshare and delivery driver for Uber, dedicating about a quarter of his time. He also manages a rental property and serves as a board member for RISE Foundation, a nonprofit supporting foster and adoptive families, dedicating minimal time to each.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Merit Financial Advisors
Previous Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations1 state
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