2010 Investment Planning License 
Sara Grillo
DECEMBER 12, 2022
He holds multiple FINRA licenses and he is associated with The Leaders Group, and independent broker-dealer. Matt has over 10 years of investment experience, including a highly technical background in private equity backed transactions and corporate debt restructurings. Matt Pruitt, CFP®, CFA®. They have two children, Emily and Ryan.
Sara Grillo
AUGUST 14, 2023
Dr. Lee’s current research agenda includes investigating the impact of insurance licensing on financial advisor misconduct, analyzing the effect of external vs. internal work commitments on college student performance in hybrid and online learning environments, and examining risk profiles of U.S. Financial Advisor or Investment Salesperson?
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The Big Picture
AUGUST 20, 2024
We were one of the last to get what’s called a value added license to the compus stat database. You didn’t even have Uber in 2010. Stumbled across our stuff and reached out and said, Hey, could you link this to the public equity databases like Compus stat so we could use it for valuing stocks? That changes the dynamics.
Sara Grillo
SEPTEMBER 26, 2022
Robert completed His Undergraduate Degree at The University of Utah in Economics and his Master of Science in Advanced Personal Financial Planning at Kansas State University. Robert is also an Instructor of CFP® Coursework for the College of Financial Planning Online and on Campus at Kennesaw State University.
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