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Current Employers
Independent Financial Group, Llc

12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2022-08-08
  • VA RA
    APPROVED
    Since 2022-08-08

Branch Locations

10201 Fairfax Blvd, Suite 480, Fairfax, VA 22030 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 01/1993 → Present
    Douglas Corey & Associates
    Alexandria, VA
  • 10/2007 → 03/2021
    H. Beck, Inc.
    Rockville, MD
  • 04/2021 → 08/2022
    Grove Point Advisors, Llc
    Rockville, MD
  • 04/2021 → 08/2022
    Grove Point Investments, Llc
    Rockville, MD
  • 08/2022 → Present
    Fairfax, VA
Previous Registrations
  • 2021-04-01 → 2022-08-08
    Grove Point Advisors, Llc
    Rockville, MD
    Rockville, MD
    Fairfax, VA
  • 2007-11-15 → 2021-04-01
    Grove Point Investments, Llc
    Rockville, MD
    Fairfax, VA
Other Businesses

(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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-11-14
  • S66 Uniform Combined State Law Examination
    2007-11-14

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