Max Neil Highstein

Current Employers

Employment History

• 11/1981 → Present
  Max Neil Highstein Cpa Mba
  Lutherville, MD
• 08/2005 → 03/2021
  H. Beck, Inc
  Rockville, MD
• 04/2021 → 05/2025
  Grove Point Advisors, Llc
  Rockville, MD
• 04/2021 → 05/2025
  Grove Point Investments, Llc
  Rockville, MD
• 05/2025 → Present
  Lpl Financial Llc
  Lutherville, MD

Previous Registrations

• 2021-04-01 → 2025-05-01
  Grove Point Advisors, Llc
  Rockville, MD
  Lutherville, MD
  Rockville, MD
• 2005-08-01 → 2021-04-01
  Grove Point Investments, Llc
  Rockville, MD
  Lutherville, MD
  Lutherville, MD
  Lutherville, MD
• 2004-12-15 → 2005-08-04
  C.J.M. Asset Management, Llc
  Pompton Lakes, NJ
• 2003-08-21 → 2004-12-31
  Eastern Point Advisors Inc.
  Lutherville, MD
• 2003-01-10 → 2003-08-21
  American General Securities Incorporated
  Lutherville, MD

Other Businesses

1. 05/01/2025-Max Neil Highstein, CPA- Tax Prep/Accounting/CPA- INV Related- At Reported Business Location(s)- Start date 01/01/1983- 30 Hours Per Month- 30 Hours During Trading 2. 05/01/2025- HighsteinFinancial- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 04/16/2025- 15 Hours Per Month- 15 Hours During Trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  2002-06-26
• S65 Uniform Investment Adviser Law Examination
  2002-05-30

Other Names

• Max N. Highstein