Grant D. Birdwell

CORRIGO INVESTMENT PARTNERS

Austin, TX 78746

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CRD#: 4284191

Professional summary

Grant Douglas Birdwell, who also goes by N/a, is a registered financial advisor currently at CORRIGO INVESTMENT PARTNERS, LLC located in Austin, Texas.

Grant is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Grant has worked at 9 firms and has passed the Series 65, Series 66, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

N/a

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.

Mr. Birdwell is the sole proprietor and formed Corrigo Opportunity Partners for general consulting on investment processes in March 2017 and located at 140 Barton Ranch Circle, Dripping Springs, TX 78620. Mr. Birdwell currently has no clients and spends approximately 1 hour per month during non-trading hours on administrative duties.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Grant Douglas Birdwell'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

July 11, 2018 - Present

CORRIGO INVESTMENT PARTNERS, LLC

Office #1: 1250 South Capital Of Texas Highway Building 3, Austin, TX 78746

RIA

CRD#: 293620

Austin, TX

Past

August 24, 2017 - April 17, 2018

U.S. CAPITAL WEALTH ADVISORS, LLC

RIA

CRD#: 288199

AUSTIN, TX

Past

May 6, 2016 - January 3, 2017

REDHAWK OPPORTUNITY PARTNERS

RIA

CRD#: 283735

AUSTIN, TX

Past

July 21, 2009 - November 28, 2011

LOCKWELL INVESTMENTS, LLC

RIA

CRD#: 150393

NEW YORK, NY

Past

December 7, 2007 - June 24, 2009

MORGAN STANLEY INVESTMENT ADVISORS INC.

RIA

CRD#: 104525

AUSTIN, NY

Past

December 7, 2007 - June 24, 2009

MORGAN STANLEY DISTRIBUTION, INC.

CRD#: 30344

NEW YORK, NY

Past

April 16, 2007 - December 7, 2007

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

AUSTIN, TX

Past

April 2, 2007 - December 7, 2007

MORGAN STANLEY & CO. LLC

CRD#: 8209

AUSTIN, TX

Past

July 1, 2004 - April 2, 2007

MORGAN STANLEY DW INC.

CRD#: 7556

AUSTIN, TX

Past

August 20, 2003 - June 16, 2004

BOK FINANCIAL SECURITIES, INC.

CRD#: 17530

TULSA, OK

Past

November 24, 2000 - July 8, 2003

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CORRIGO INVESTMENT PARTNERS, LLC

CRD#: 293620 / SEC#: 801-113497

RIA

Registered Investment Advisory firm - (6/25/2018 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(7/11/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/5/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 4/11/2007

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/7/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/22/2000

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/7/2006

General Securities Principal Examination

Current Firm

CORRIGO INVESTMENT PARTNERS, LLC

CRD#: 293620 / SEC#: 801-113497

RIA

Registered Investment Advisory firm - (6/25/2018 Approved)

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Contact information

Main Address

1250 South Capital Of Texas Highway Building 3, Austin, TX 78746

Mailing Address

Phone number

(212) 924-3640

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

CORRIGO FORM ADV PART 2 BROCHURE - MARCH 28, 2025 (3/28/2025)

Regulatory assets under management

Total Number of Accounts	3
AUM (Assets Under Management)	$ 675,137,133

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.

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Advisor Monitoring

Firm Stability Insights

Grant D. Birdwell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Grant Douglas Birdwell's CRS (Customer Relationship Summary).

Certified licenses

Experience

U.S. CAPITAL WEALTH ADVISORS, LLC

REDHAWK OPPORTUNITY PARTNERS

LOCKWELL INVESTMENTS, LLC

MORGAN STANLEY INVESTMENT ADVISORS INC.

MORGAN STANLEY DISTRIBUTION, INC.

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY DW INC.

BOK FINANCIAL SECURITIES, INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

CORRIGO INVESTMENT PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/5/2016

Series 66

Date: 4/11/2007

Series 63

Date: 12/7/2000

Series 7

Date: 11/22/2000

Series 24

Date: 4/7/2006

Current Firm

CORRIGO INVESTMENT PARTNERS, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CORRIGO INVESTMENT PARTNERS, LLC

TRUST BUT VERIFY

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