Robert Davis Williams

Current Employers

Employment History

• 03/2010 → 05/2017
  First Citizens Bank
  Troy, PA
• 10/2011 → 05/2017
  Lpl Financial, Llc
  Troy, PA
• 05/2017 → 03/2021
  H. Beck, Inc.
  Rockville, MD
• 01/2019 → 08/2023
  Donald D. White Pa, Llc
  Troy, PA
• 04/2021 → Present
  Grove Point Advisors, Llc
  Rockville, MD
• 04/2021 → 08/2023
  Grove Point Investments, Llc
  Rockville, MD
• 08/2023 → Present
  Lpl Financial Llc
  Troy, PA

Previous Registrations

• 2021-04-01 → 2023-08-21
  Grove Point Advisors, Llc
  Rockville, MD
  Troy, PA
  Rockville, MD
• 2017-05-12 → 2021-04-01
  Grove Point Investments, Llc
  Troy, PA
• 2016-08-01 → 2017-05-18
  Lpl Financial Llc
  Troy, PA
  Fort Mill, SC
  Troy, PA

Other Businesses

1) 08/09/2023 - Robert & Michelle T Williams - Real Estate Rental - Owner - PA 16947 - Investment related - 2 Hours per month - Start date: 1/1/2022. 2) 08/09/2023 - Non-Variable Insurance - Selling: Fixed Annuity - Financial Independence Group - PA 16947 - Investment related - 2 Hours per month - Start date: 1/1/2022. 3) 08/09/2023 - Williams Pleasant Valley LLC - Business Entity For Tax/Investment Purposes Only - PA 16947 - Non investment related - Start date: 1/1/2009. 4) 08/09/2023 - DOUBLE T LODGE, LLC - Business Entity For Tax/Investment Purposes Only - PA 16917 - Non investment related - Start date: 10/1/2014. 5) 08/13/2024 - Pleasant Valley Financial LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 09/02/2024 - 150 Hours Per Month/ 6 Hours During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-07-29
• S63 Uniform Securities Agent State Law Examination
  2001-01-18

Other Names

• Bob Williams
• Robert Davis Williams
• Robert Davis Williams
• Robert Davis Williams