Best Investors Account Sign in
Inactive

Brooks Hubbell Riley

Grp Retirement Planning

Davidson, NC

Farmingdale, ME

Claim This Profile
Current Employers
Grp Retirement Planning

633 Maine Avenue, Farmingdale, ME 04344 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-10-18
  • NC RA
    APPROVED
    Since 2024-10-18

Branch Locations

Davidson, NC • United States

633 Maine Avenue, Farmingdale, ME 04344 • 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
Alphastar Capital Management, Llc Cornelius NC 03/2016 04/2021
Advisory Alpha, Llc Holland MI 05/2021 10/2024
Greene Point Partners Davidson NC 05/2021 Present
Self-Employed Davidson NC 04/2021 Present
Grp Financial Services, Llc Farmingdale ME 10/2024 Present
  • 03/2016 → 04/2021
    Alphastar Capital Management, Llc
    Cornelius, NC
  • 05/2021 → 10/2024
    Holland, MI
  • 05/2021 → Present
    Greene Point Partners
    Davidson, NC
  • 04/2021 → Present
    Self-Employed
    Davidson, NC
  • 10/2024 → Present
    Grp Financial Services, Llc
    Farmingdale, ME
Previous Registrations
Other Businesses

1) Brooks Riley; Not investment-related; 530 Jetton St, Davidson, NC 28036; Business Consulting; Consultant; Consultant; 04/2021; Approx. 40 hours/month; Approx. 40 hours/month during trading hours; Business consulting including: practice management, marketing/branding/messaging strategy, operational workflow efficiencies. 2) Greene Point Partners; Investment-related; 530 Jetton St, Davidson, NC 28036; Financial services; Managing Partner; Managing Partner; 05/2021; Approx. 40 hours/month; Approx. 20 hours/month during trading hours; Business operation and marketing/branding strategy as well as helping with financial services for clients. 3)Greene Point Partners; Investment-related; 530 Jetton St, Davidson, NC 28036; Insurance Sales; Insurance Agent; 04/2022; Approx. 10 hours/month; Approx. 10 hours/month during trading hours; Life Insurance and annuity sales; Licensed insurance agent.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-04-23
S63 Uniform Securities Agent State Law Examination 2011-03-14
  • S65 Uniform Investment Adviser Law Examination
    2016-04-23
  • S63 Uniform Securities Agent State Law Examination
    2011-03-14

View on SEC IAPD

More in Davidson, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor