Thomas Clyde Tavenner

Current Employers

Employment History

• 03/2008 → 12/2021
  Grove Point Investments, Llc (Formerly H. Beck, Inc.)
  Rockville, MD
• 11/1999 → Present
  Thomas Tavenner
  Olney, MD
• 03/2018 → 12/2021
  Krpg Advisors, Llc
  Gaithersburg, MD
• 01/2016 → Present
  South Market, Llc
  Frederick, MD
• 01/2011 → Present
  Tavenner Financial, Inc.
  Olney, MD
• 04/2021 → 12/2021
  Grove Point Advisors, Llc
  Rockville, MD
• 05/2010 → 12/2018
  Tavenner Financial, Llc
  Frederick, MD
• 12/2021 → Present
  Booster
  Baltimore, MD

Previous Registrations

• 2018-03-05 → 2021-12-03
  Krpg Advisors, Llc
  Gaithersburg, MD
• 2021-04-01 → 2021-12-02
  Grove Point Advisors, Llc
  Rockville, MD
  Gaithersburg, MD
  Rockville, MD
• 2007-02-09 → 2021-04-01
  Grove Point Investments, Llc
  Gaithersburg, MD
  Frederick, MD
  Gaithersburg, MD
• 2010-05-25 → 2018-12-31
  Tavenner Financial, Llc
  Frederick, MD
• 2006-05-05 → 2007-02-27
  Eagle Strategies Llc
  Bethesda, MD
• 2004-03-16 → 2006-04-10
  Equity Services, Inc.
  Bethesda, MD
• 1999-11-24 → 2004-03-03
  New England Securities
  Bethesda, MD

Other Businesses

THOMAS TAVENNER, INDIVIDUAL AGENT FOR SALE OF TRADITIONAL LIFE, DISABILITY, HEALTH AND LONG TERM CARE INSURANCE.POSITION: Owner-Agent NATURE: Insurance Sales (Investment-Related OBA) INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 05/01/1996ADDRESS: 41 So Market Sr, #401, Frederick MD 21701, United StatesDESCRIPTION: Tavenner offers traditional insurance products as a normal function of his broad financial services company. SOUTH MARKET LLC POSITION: LLC MEMBER NATURE: INVESTMENT-RELATED OBA NOT THROUGH H. BECK, INC. INVESTMENT RELATED: YES NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2015 ADDRESS: 41 SOUTH MARKET ST, #401, FREDERICK MD 21701 DESCRIPTION: I SERVE AS MEMBER. I OVERSEE THE FINANCIAL MANAGEMENT OF THE ENTITY, AND HAVE A BOOK KEEPER ON STAFF WHO COLLECTS RENTS AND PAYS VARIOUS BILLS. THOMAS TAVENNER. FATHER TIME MUSIC. PARTICIPATE IN OCCASIONAL PUBLIC PERFORMANCES IN THE ROCK BAND FATHER TIME. THIS IS A NON-INVESTMENT ACTIVITY. POSITION: Musician NATURE: Other OBA INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 10/26/2019 ADDRESS: 3604 Patrick Henry Dr, Olney MD 20832, United States DESCRIPTION: Participate in occasional public performances in the rock band Father Time. TAVENNER FINANCIAL SERVICES INC POSITION: President NATURE: Other OBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2011 ADDRESS: 3604 Patrick Henry Dr, Olney MD 20832, United States DESCRIPTION: Tavenner Financial Services Inc is the holding company that collects all financial income from all sources (planning, investments, insurance, annuities) compensates me as an employee. Each of my entities (sole proprietor, LLC) has a service agreement in place to comply with IRS standards related to this activity.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-09-18
• S63 Uniform Securities Agent State Law Examination
  1997-05-19

Designations

Other Names

• Tommy Tavenner
• Thomas C Tavenner