Molly M. Grubb
Professional summary
Molly Mae Grubb, AIF®, who also goes by Molly Mae Green, is a registered financial advisor currently at DYNASTY FAMILY OFFICE located in Worthington, Ohio.
Molly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Molly has worked at 6 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Molly Mae Grubb's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 15, 2017 - Present
DYNASTY FAMILY OFFICE
September 28, 2012 - June 26, 2017
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
September 27, 2012 - June 26, 2017
CAMBRIDGE INVESTMENT RESEARCH, INC.
July 14, 2010 - October 5, 2012
KEY INVESTMENT SERVICES LLC
February 10, 2010 - July 7, 2010
PNC WEALTH MANAGEMENT LLC
November 13, 2009 - July 7, 2010
PNC WEALTH MANAGEMENT LLC
March 3, 2009 - November 13, 2009
NATCITY INVESTMENTS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/15/2017)
(11/19/2018)
Exams
Current Firm
DYNASTY FAMILY OFFICE
CRD#: 288431 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 132 |
| AUM (Assets Under Management) | $ 21,328,217 |
Red Flags
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