Jeffrey John Szulczewski

Current Employers

Employment History

• 11/1994 → Present
  Szulczewski Financial Group
  Bristol, WI
• 02/2011 → 10/2021
  Grove Point Investments, Llc
  Rockville, MD
• 04/2021 → 10/2021
  Grove Point Advisors, Llc
  Rockville, MD
• 10/2021 → Present
  Lpl Financial, Llc
  Pleasant Prairie, WI

Previous Registrations

• 2021-04-01 → 2021-10-27
  Grove Point Advisors, Llc
  Rockville, MD
  Pleasant Prairie, WI
  Rockville, MD
• 2011-02-23 → 2021-04-01
  Grove Point Investments, Llc
  Elm Grove, WI
  Pleasant Prairie, WI
• 2007-03-07 → 2011-02-11
  Qa3 Financial Llc
  Pleasant Prairie, WI
  Bristol, WI
  Omaha, NE
• 2001-05-10 → 2007-02-28
  United Securities Alliance, Inc.
  Bristol, WI
  Bristol, WI

Other Businesses

1) 8/2012 - Business Owner - CREATIVE ENERGY SOLUTIONS, LLC - Not Investment Related - 1% - Pleasant Prairie, WI 53158 2) 11/2021 - Non-Variable Insurance - Jeffrey Szulczewski - Investment Related - Pleasant Prairie, WI 53158 3) 10/1993 - DBA for LPL Business (entity for LPL business) - SZULCZEWSKI FINANCIAL GROUP - Investment Related - Pleasant Prairie, WI 53158

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-08-19
• S63 Uniform Securities Agent State Law Examination
  1993-12-27

Other Names

• Jeffrey J Szulczewski