Richard D Gottlieb

Current Employers

Employment History

• 09/2000 → Present
  Woodhome Insurance Group
  Baltimore, MD
• 01/1991 → 05/2025
  Richard Gottlieb
  Baltimore, MD
• 04/2007 → 03/2021
  H. Beck, Inc.
  Rockville, MD
• 05/2016 → Present
  High Stakes Drive, Inc.
  Reistertown, MD
• 04/2021 → 05/2025
  Grove Point Advisors, Llc
  Rockville, MD
• 04/2021 → 05/2025
  Grove Point Investments, Llc
  Rockville, MD
• 05/2025 → Present
  Lpl Financial Llc
  Owings Mills, MD

Previous Registrations

• 2021-04-01 → 2025-05-01
  Grove Point Advisors, Llc
  Owings Mills, MD
  Rockville, MD
  Rockville, MD
• 2014-08-08 → 2021-04-01
  Grove Point Investments, Llc
  Rockville, MD
  Owings Mills, MD

Other Businesses

1- 05/2025 - Woodhome Insurance Podcast - Radio/TV/Podcast - Not Investment Related - At Reported Business Location(s) - Start Date 01/01/2015 - 5 hours per month/ 0 hours during trading 2- 05/2025 - High Stakes Drive, Inc - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 01/01/1992 - 10 hours per month/ 10 hours during trading 3- 05/2025 - Richard Gottlieb - Non-Variable Insurance - Agent/ Broker - Investment Related - At Reported Business Location(s) - Start Date 10/01/2000 - 10 hours per month/ 10 hours during trading 4- 05/2025 - Woodhome Insurance - Property and Casualty - Investment Related - At Reported Business Location(s) - Start Date 10/01/2000 - 120 hours per month/ 80 hours during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-07-31
• S63 Uniform Securities Agent State Law Examination
  1993-07-02