Craig Michael Adams

Current Employers

Employment History

• 05/2008 → 03/2021
  H. Beck, Inc.
  Rockville, MD
• 12/2016 → 01/2020
  Bordentown Letip
  Hamilton, NJ
• 04/2021 → 04/2025
  Grove Point Advisors, Llc
  Rockville, MD
• 04/2021 → 04/2025
  Grove Point Investments, Llc
  Rockville, MD
• 04/2022 → Present
  Cma Wealth Management, Llc
  Trenton, NJ
• 04/2025 → Present
  United Planners Financial Services
  Scottsdale, AZ
• 09/2003 → Present
  Craig M. Adams
  Skillman, NJ

Previous Registrations

• 2021-04-01 → 2025-04-22
  Grove Point Advisors, Llc
  Hamilton Square, NJ
  Rockville, MD
  Rockville, MD
  Princeton, NJ
• 2008-05-08 → 2021-04-01
  Grove Point Investments, Llc
  Hamilton Square, NJ
  Princeton, NJ
• 2007-11-21 → 2008-05-14
  Securian Financial Services, Inc.
  Neptune, NJ
  Wall, NJ

Other Businesses

1.) CRAIG M. ADAMS - INSURANCE AGENT - NON-VARIABLE INSURANCE - SKILLMAN, NJ - SINCE 09/2003 - INVESTMENT RELATED 2.) CENTRAL JERSEY PROFESSIONAL PARTNERS, INC. - CO-FOUNDER - BUSINESS DEVELOPMENT/NETWORKING - HAMILTON, NJ - SINCE 03/2025 - NOT INVESTMENT RELATED 3.) CMA WEALTH MANAGEMENT, LLC - PRESIDENT - DBA NAME FOR MARKETING PURPOSES ONLY - SKILLMAN, NJ - SINCE 03/2022 - INVESTMENT RELATED

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-11-07
• S63 Uniform Securities Agent State Law Examination
  2003-12-19

Designations