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JG

Joan K. Grava

PALMETTO ADVISORY GROUP
KIAWAH ISLAND, SC
Some features on this profile are disabled
CRD#: 5663507
JG

Professional summary

Joan Kraft Grava, who also goes by Mary Joan Grava, Mary Joan Kraft, is a registered financial professional currently at PALMETTO ADVISORY GROUP, LLC located in Kiawah Island, South Carolina.

Joan is registered as a RR (Registered Representative) and started their career in finance in 2009. Joan has worked at 1 firm and has passed the Series 63, Series 99TO, SIE, Series 6, Series 26 and Series 28 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Mary Joan Grava | Mary Joan Kraft

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 Joan Kraft Grava'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

November 13, 2009 - Present

PALMETTO ADVISORY GROUP, LLC

BD
CRD#: 150270
KIAWAH ISLAND, SC

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
South Carolina
(2/24/2013)

Exams

State Security Law Exam
RR
Series 63
Date: 2/23/2013
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
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 12/31/2012
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 1/12/2013
Investment Company Products/Variable Contracts Principal Examination
Principal/Supervisory Exam
RR
Series 28
Date: 7/24/2009
Introducing Broker/Dealer Financial Operations Principal Examination
SRO Registrations
RR
FINRA

Current Firm

PA
PALMETTO ADVISORY GROUP, LLC
PALMETTO ADVISORY GROUP | PALMETTO ADVISORY GROUP, LLC

CRD#: 150270 / SEC#: , 8-68240

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

Main Address
210 Yellowthroat Lane, Kiawah Island, SC 29455
Mailing Address
210 Yellowthroat Lane, Kiawah Island, SC 29455
Phone number
(404) 402-7016
Established
South Carolina since 07/18/2008
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (7 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
GRAVA, DERRICK MPRESIDENT, CEO, CCO1518760
GRAVA, JOAN KRAFTPRINCIPAL OPERATIONS OFFICER5663507
CALVO, GEORGE ALFREDPRINCIPAL FINANCIAL OFFICER/FINOP1379026

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

PALMETTO ADVISORY GROUP, LLC

CRD#: 150270Kiawah Island, SC

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