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1636 North Logan Street, Denver, CO 80203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-07-28 |
| PA | RA | APPROVED | 2025-04-17 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| H. Beck, Inc. | Rockville | MD | 01/2011 | 03/2021 |
| Grove Point Advisors, Llc | Rockville | MD | 04/2021 | 04/2025 |
| Grove Point Investments, Llc | Rockville | MD | 04/2021 | 04/2025 |
| Principalã, Heidi Kennedyatlas Insurance Distributors | Owings Mills | MD | 03/2021 | Present |
| Baltimore Life Companies | Owings Mills | MD | 04/2007 | Present |
| Max Everett Enterprises | Ocean City | MD | 05/2021 | Present |
| World Capital Brokerage, Inc. | Denver | CO | 04/2025 | Present |
| Investment Research Corporation | Denver | CO | 04/2025 | Present |
Investment Research Corporation Position: Investment Advisor 15-20 hours/month 15-20 investment related hours/month Start date: 4/17/2025 Address: 1147 Bedford Street Claysburg PA 16625 Description: Investment advisory practice, help clients with investment account KENNEDY HOUSING LLC POSITION: OWNER NATURE: BUSINESS, MARKETING, OTHER INVESTMENT RELATED: YES NUMBER OF HOURS: 3 Hour/month INVESTMENT RELATED HOURS: 0 START DATE: 04/17/2013 ADDRESS: 1147 BEDFORD STREET, CLAYSBURG PA 16625 DESCRIPTION: ASSIST MY HUSBAND WITH PAPERWORK AND PURCHASING PROPERTIES BALTIMORE LIFE COMPANIES, DIVISIONAL MANAGER TRAINING AND DEVELOPMENT POSITION: Divisional Manager, Training and Development NATURE: Insurance Sales (Investment-Related OBA) INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 10 hours START DATE: 04/30/2007 ADDRESS: 10075 Red Run Blvd, Owings Mills MD 21117, United States DESCRIPTION: Develop and implement training for all career agents for the Baltimore Life companies. My focus is on fixed insurance and annuities, health and property and casualty insurance. I train in person, in agency offices and on joint field work with new agents. I also oversee Atlas Insurance Distributors which is the brokerage division of Baltimore Life career agency division so the agents have access to fixed insurance products not manufactured by Baltimore Life. PRINCIPAL AND OFFICER, ATLAS INSURANCE DISTRIBUTORS POSITION: Principal and Officer NATURE: Insurance Sales (Investment-Related OBA) INVESTMENT RELATED: 5 NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 03/08/2021 ADDRESS: 10075 Red Run Blvd, Owings Mills MD 21117, United States DESCRIPTION: I will oversee the products and processes of the selected companies that are added as additional options for the fixed life and annuity agents to choose from and complement their insurance business. I will facilitate training for the agents and ensure products are available and agents have what they need to sell the products that are approved through Atlas Insurance Distributors.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-05-31 |
| S63 | Uniform Securities Agent State Law Examination | 2001-12-17 |
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