Teodora K. Grant

USI ADVISORS

Dallas, TX 75254

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CRD#: 4769504

Professional summary

Teodora Komitova Grant, CFP®, CIMA®, CLU®, who also goes by Teodora Komitova Holloway, Teodora Holloway, Teodora Vsevolodova Komitova, is a registered financial advisor currently at USI ADVISORS located in Dallas, Texas.

Teodora is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Teodora has worked at 10 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Teodora Komitova Holloway | Teodora Holloway | Teodora Vsevolodova Komitova

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.

NAME: TEODORA GRANT INV REL: Y ADD: 13 KILDONAN, RICHARDSON TX 75082 NATURE: RENTAL PROPERTY POSITION: LANDLORD START DATE: 11/15/2010 NO. HR/MO: 0 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: COLLECTING RENT

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Teodora Komitova Grant'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®

CFP^®

Certified Financial Planner

CIMA^®

Certified Investment Management Analyst

CLU^®

Chartered Life Underwriter

Experience

Current

March 23, 2017 - Present

USI ADVISORS

Office #1: 14241 Dallas Parkway Suite 1200, Dallas, TX 75254

RIA

CRD#: 108113

Dallas, TX

Past

March 23, 2017 - September 16, 2022

USI SECURITIES, INC.

CRD#: 43793

DALLAS, TX

Past

April 7, 2015 - March 7, 2017

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

DALLAS, TX

Past

February 13, 2015 - March 7, 2017

MML INVESTORS SERVICES, LLC

CRD#: 10409

DALLAS, TX

Past

February 16, 2010 - August 7, 2014

1ST GLOBAL ADVISORS INC

RIA

CRD#: 111133

DALLAS, TX

Past

January 20, 2010 - August 7, 2014

1ST GLOBAL CAPITAL CORP.

CRD#: 30349

DALLAS, TX

Past

March 23, 2009 - July 29, 2009

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

DALLAS, TX

Past

March 23, 2009 - July 29, 2009

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

DALLAS, TX

Past

October 8, 2008 - March 25, 2009

INSTITUTIONAL SECURITIES CORPORATION

RIA

CRD#: 20291

DALLAS, TX

Past

October 8, 2008 - March 25, 2009

INSTITUTIONAL SECURITIES CORPORATION

CRD#: 20291

DALLAS, TX

Past

October 5, 2007 - October 10, 2008

CROWN CAPITAL SECURITIES, L.P.

RIA

CRD#: 6312

DALLAS, TX

Past

October 5, 2007 - October 10, 2008

CROWN CAPITAL SECURITIES, L.P.

CRD#: 6312

DALLAS, TX

Past

January 23, 2007 - September 11, 2007

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

EULESS, TX

Past

January 23, 2007 - September 11, 2007

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

EULESS, TX

Past

May 10, 2004 - January 18, 2007

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

DALLAS, TX

Past

April 28, 2004 - January 18, 2007

EQUITABLE ADVISORS, LLC

CRD#: 6627

DALLAS, TX

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".

USI ADVISORS

USI ADVISORS | USICG ADVISORS INC. | USICG ADVISORS INC | USI ADVISORS, INC.

CRD#: 108113 / SEC#: 801-56622

RIA

Registered Investment Advisory firm - (6/18/1999 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
(3/23/2017)

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 66

Date: 5/7/2004

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/27/2004

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/15/2010

General Securities Principal Examination

Current Firm

USI ADVISORS

USI ADVISORS | USICG ADVISORS INC. | USICG ADVISORS INC | USI ADVISORS, INC.

CRD#: 108113 / SEC#: 801-56622

RIA

Registered Investment Advisory firm - (6/18/1999 Approved)

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Contact information

Main Address

95 Glastonbury Blvd. Suite 102, Glastonbury, CT 06033

Mailing Address

Phone number

(860) 633-5283

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (49 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

USIA ADV 2A - JULY 2025 (7/3/2025)

Regulatory assets under management

Total Number of Accounts	1,346
AUM (Assets Under Management)	$ 48,864,913,348

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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Firm Stability Insights

Teodora K. Grant

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Teodora Komitova Grant's CRS (Customer Relationship Summary).

Certified licenses

Experience

USI SECURITIES, INC.

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

1ST GLOBAL ADVISORS INC

1ST GLOBAL CAPITAL CORP.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

INSTITUTIONAL SECURITIES CORPORATION

INSTITUTIONAL SECURITIES CORPORATION

CROWN CAPITAL SECURITIES, L.P.

CROWN CAPITAL SECURITIES, L.P.

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

USI ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 5/7/2004

SIE

Date: 10/1/2018

Series 7

Date: 4/27/2004

Series 24

Date: 4/15/2010

Current Firm

USI ADVISORS

Contact information

SEC notice filing (49 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

USI ADVISORS

TRUST BUT VERIFY

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