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12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-08-08 |
Branch Locations
10201 Fairfax Blvd, Suite 480, Fairfax, VA 22030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Douglas Corey & Associates | Alexandria | VA | 01/1993 | Present |
| H. Beck, Inc. | Rockville | MD | 10/2007 | 03/2021 |
| Grove Point Advisors, Llc | Rockville | MD | 04/2021 | 08/2022 |
| Grove Point Investments, Llc | Rockville | MD | 04/2021 | 08/2022 |
| Independent Financial Group, Llc | Fairfax | VA | 08/2022 | Present |
(1) DOUGLAS COREY & ASSOCIATES, P.C. POSITION: Officer/Director NATURE: Tax Preparation/Accounting/Bookkeeping/CPA INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 150 START DATE: 12/01/1990 ADDRESS: 10201 Fairfax Blvd, Suite 480, Fairfax VA 22030, United States DESCRIPTION: CPA FIRM. (2) DOUGLAS COREY & ASSOCIATES, P.C. POSITION: Agent/Representative NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 80 START DATE: 10/01/2007 ADDRESS: 10201 Fairfax Blvd, Suite 480, Fairfax VA 22030, United States DESCRIPTION: DBA NAME FOR MARKETING PURPOSES. (3) INSURANCE POSITION: Independent Contractor NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 11/01/2008 ADDRESS: 10201 Fairfax Blvd, Suite 480, Fairfax VA 22030, United States DESCRIPTION: OUTSIDE INSURANCE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-14 |
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