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Grant W. Dennis

P & M CORPORATE FINANCE
CHICAGO, IL 60606
Some features on this profile are disabled
CRD#: 7488700
GD

Professional summary

Grant William Dennis is a registered financial professional currently at P & M CORPORATE FINANCE, LLC located in Chicago, Illinois.

Grant is registered as a RR (Registered Representative) and started their career in finance in 2022. Grant has worked at 1 firm and has passed the Series 63, Series 82TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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 Grant William Dennis'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

May 2, 2022 - Present

P & M CORPORATE FINANCE, LLC

Office #1: 10 South Riverside Plaza 9th Floor, Chicago, IL 60606
BD
CRD#: 129624
CHICAGO, IL

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
Illinois
(12/12/2022)
RR
Michigan
(2/19/2025)
RR
Ohio
(2/20/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 12/12/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 82TO
Date: 5/2/2022
Limited Representative-Private Securities Offerings
General Industry/Product Exam
RR
SIE
Date: 12/21/2021
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

P&
P & M CORPORATE FINANCE, LLC
P & M CORPORATE FINANCE, LLC | PMCF

CRD#: 129624 / SEC#: , 8-66239

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

Main Address
10 South Riverside Plaza 9th Floor, Chicago, IL 60606
Mailing Address
10 South Riverside Plaza 9th Floor, Chicago, IL 60606
Phone number
(312) 602-3583
Established
Michigan since 11/21/1995
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (47 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
PMCF HOLDING COMPANY, LLCOWNER
BARBER, PAMELA JOYCFO5489840
BARBER, PAMELA JOYPFO, POO, FINOP5489840
HART, JOHN DANIELMANAGING DIRECTOR, TREASURER AND SECRETARY, BOARD MEMBER4967611
JAMISON, MATTHEW GORDONMANAGING DIRECTOR, BOARD MEMBER, PRESIDENT4644597
MD HOLDCO, LLCMANAGING MEMBER
P & M HOLDING GROUP, LLPPARENT MEMBER
VIRKUS, BRADLEY WILLIAMBOARD MEMBER6826649
WAGNER, JOSEPH DONALDMANAGING DIRECTOR, BOARD MEMBER4749753
WISNIEWSKI, CAROLINE ELIZABETHCHIEF COMPLIANCE OFFICER1463513

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

P & M CORPORATE FINANCE, LLC

CRD#: 129624Chicago, IL 60606

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