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JG

John H. Grigg

FIDUS SECURITIES
Charlotte, NC 28209
Some features on this profile are disabled
CRD#: 1740900
JG

Professional summary


John Humphrey Grigg, who also goes by John Mumphrey Grigg, John Mumphrey Griggs, is a registered financial professional currently at FIDUS SECURITIES, LLC located in Charlotte, North Carolina.

John is registered as a RR (Registered Representative) and started their career in finance in 1987. John has worked at 5 firms and has passed the Series 63, Series 99TO, Series 79TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


John Mumphrey Grigg | John Mumphrey Griggs

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view John Humphrey Grigg's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

February 22, 2005 - Present

FIDUS SECURITIES, LLC

Office #1: 4201 Congress Street Suite 250, Charlotte, NC 28209
BD
CRD#: 132882
Charlotte, NC
Past

October 1, 1999 - January 10, 2000

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

February 1, 1999 - October 1, 1999

FIRST UNION CAPITAL MARKETS CORP.

BD
CRD#: 6124
CHARLOTTE, NC
Past

July 25, 1998 - February 1, 1999

BOWLES HOLLOWELL CONNER & CO.

BD
CRD#: 17511
CHARLOTTE, NC
Past

October 22, 1987 - April 27, 1989

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(7/26/2022)
RR
Connecticut
(10/20/2006)
RR
Florida
(3/3/2005)
RR
Georgia
(4/13/2006)
RR
Illinois
(9/28/2009)
RR
New York
(4/14/2005)
RR
North Carolina
(4/14/2005)
RR
Oklahoma
(2/3/2021)
RR
Pennsylvania
(9/28/2009)
RR
Virginia
(11/5/2018)

Exams


State Security Law Exam
RR
Series 63
Date: 4/13/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


FS
FIDUS SECURITIES, LLC
FIDUS PARTNERS, LLC | FIDUS SECURITIES, LLC

CRD#: 132882 / SEC#: , 8-66656

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information


Main Address
4201 Congress Street Suite 250, Charlotte, NC 28209
Mailing Address
4201 Congress Street Suite 250, Charlotte, NC 28209
Phone number
(704) 334-2222
Established
Delaware since 08/05/2004
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (24 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
FIDUS PARTNERS, LLCMEMBER
CLARK, PATRICK CANNONCHIEF COMPLIANCE OFFICER/PRINCIPAL FINANCIAL OFFICER/PRINCIPAL OPERATIONS OFFICER5935896
GRIGG, JOHN HUMPHREYREGISTERED PRINCIPAL1740900
ROSS, JOHN JOSEPH IIREGISTERED PRINCIPAL2419176

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FIDUS SECURITIES, LLC

CRD#: 132882Charlotte, NC 28209

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