Grady B. Sykes
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Grady Beuford Sykes, who also goes by Grady Beuford Sykes III, was a registered financial professional .
Grady is a previously registered financial professional and started their career in finance in 2019. Grady had worked at 4 firms and has passed the Series 65, Series 6TO, SIE and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 25, 2025 - December 9, 2025
REVISION WEALTH MANAGEMENT LLC
March 18, 2019 - August 6, 2025
TRINITY WEALTH SECURITIES, L.L.C.
February 4, 2019 - August 6, 2025
FLORIDA FINANCIAL ADVISORS, LLC
January 7, 2019 - February 25, 2019
IFS SECURITIES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 6TO
Date: 1/7/2019
Investment Company Products/Variable Contracts Representative ExaminationCurrent Firm
REVISION WEALTH MANAGEMENT LLC
CRD#: 328408 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 187 |
| AUM (Assets Under Management) | $ 10,000,000 |
Red Flags
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