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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-05-07 |
Branch Locations
1919 Gallows Road 2Nd Floor, Vienna, VA 22182 • United States
200 State Street, 10Th Floor, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| H.BEck Inc - Grove Point Investments, Llc | Rockville | MD | 06/2004 | 04/2021 |
| Grove Point Advisors, Llc | Rockville | MD | 04/2021 | 08/2025 |
| Td Bank N.A. | Vienna | VA | 04/2026 | Present |
| Td Private Client Wealth Llc | Vienna | VA | 04/2026 | Present |
| Atria Wealth Solutions | Rockville | MD | 04/2024 | 08/2025 |
| Self - Employed | Annandale | VA | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-03-25 |
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