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Thomas D Dale

Releve Financial Group

Scottsdale, AZ

Scottsdale, AZ

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Current Employers
Releve Financial Group

9375 E Shea Blvd Suite 100, Scottsdale, AZ 85260 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2023-08-11
  • AZ RA
    APPROVED
    Since 2023-08-11

Branch Locations

9375 E Shea Blvd Suite 100, Scottsdale, AZ 85260 • United States

Scottsdale, AZ • 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
University Of Illinois Champaign IL 08/2015 08/2019
Schumann Financial Wheaton IL 08/2019 06/2023
Grove Point Investments, Llc Rockville MD 08/2019 06/2023
Grove Point Advisors Rockville MD 07/2021 06/2023
Releve' Financial Group Scottsdale AZ 06/2023 Present
  • 08/2015 → 08/2019
    University Of Illinois
    Champaign, IL
  • 08/2019 → 06/2023
    Schumann Financial
    Wheaton, IL
  • 08/2019 → 06/2023
    Grove Point Investments, Llc
    Rockville, MD
  • 07/2021 → 06/2023
    Grove Point Advisors
    Rockville, MD
  • 06/2023 → Present
    Releve' Financial Group
    Scottsdale, AZ
Previous Registrations
  • 2021-07-16 → 2023-07-03
    Grove Point Advisors, Llc
    Wheaton, IL
    Rockville, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-07-15
  • S66 Uniform Combined State Law Examination
    2021-07-15

View on SEC IAPD

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Susanne T Gibo
PAUL JOSEPH SEIDMAN
JARON DAVID CARMICHAEL
HUSSEIN ELGOHARY

Other Offices

BRIDGELIGHT CAPITAL LLC · SCOTTSDALE, AZ
MERCER GLOBAL ADVISORS INC. · Scottsdale, AZ
LPL FINANCIAL LLC · SCOTTSDALE, AZ
IRONWOOD WEALTH ADVISORS, LLC · SCOTTSDALE, AZ
PAUL MARASCALCO REGISTERED INVESTMENT ADVISOR · SCOTTSDALE, AZ
CETERA INVESTMENT ADVISERS LLC · SCOTTSDALE, AZ
FAITH INVESTOR SERVICES · Scottsdale, AZ
MERIDIAN WEALTH MANAGEMENT, LLC · Scottsdale, AZ

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