Henry Sterling Meadows

Current Employers

Employment History

• 01/1992 → Present
  Simon Krowitz Meadows Bortnick & Associates, P.A.
  Rockville, MD
• 06/2004 → 01/2025
  Grove Point Investments Llc (Fka H. Beck, Inc.)
  Rockville, MD
• 10/2016 → Present
  Wms Advisors, Llc
  Charlotte, NC
• 05/2024 → Present
  Cbiz Inc. (Fka Marcum Llp)
  Rockville, MD

Previous Registrations

• 2004-06-07 → 2018-02-08
  Grove Point Investments, Llc
  Rockville, MD
  Rockville, MD
  North Bethesda, MD
• 2000-10-23 → 2002-07-01
  Osaic Fa, Inc.
  Chevy Chase, MD

Other Businesses

1. HENRY S. MEADOWS AGENT; POSITION: AGENT NATURE: INSURANCE SALES INVESTMENT RELATED: NO HOURS: 10 INVESTMENT RELATED HOURS: 10 START DATE: 04/17/1999; ADDRESS: 12104 WHIPPOORWILL LANE, ROCKVILLE MD 20852; DESCRIPTION: LIFE INSURANCE SALES // 2. SKMB, P.A.;POSITION: Formal Tax Principal NATURE: Other OBA INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2024; ADDRESS: 12104 Whippoorwill Lane, Rockville MD 20852, United States; DESCRIPTION: Closeout of a former CPA practice that has been merged into Marcum LLP // 3. CBIZ Inc., formerly MARCUM LLP POSITION: Accounting and Tax Senior Advisor NATURE: Other OBA INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2024; ADDRESS: 1 Research Court, Rockville MD 20850, United States; DESCRIPTION: Activities include the preparation and review of all types of federal and state tax returns including Individual (1040), Partnership (1065), Corporate (1120-1120S), Fiduciary (1041) and nonprofit (990). // 4. VIRGINIA HARRIS HOLSINGER TRUST HENRY S. MEADOWS TRUSTEE POSITION: Trustee NATURE: Other OBA INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 07/01/2016 ADDRESS: 12104 WHIPPOORWILL LANE, Rockville MD 20852, United States DESCRIPTION: Discussions with single beneficiary quarterly financial status of books and records and financial statement. Cutting check to beneficiary quarterly or more often if special need or circumstance. Discussion of annual trust tax returns and other various administration.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-01
• S63 Uniform Securities Agent State Law Examination
  1992-10-21

Other Names

• Hank Meadows
• Henry Sterling Meadows