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Bloomfield, NJ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-04-21 |
| TX | RA | APPROVED_RES | 2024-09-23 |
| FL | RA | APPROVED | 2021-02-23 |
| NJ | RA | APPROVED | 2021-02-11 |
| DC | RA | APPROVED | 2019-02-22 |
| MD | RA | APPROVED | 2019-02-22 |
| VA | RA | APPROVED | 2010-09-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Daniel L Simonds | Arlington | VA | 08/1990 | Present |
| Grove Point Investments, Llc | Rockville | MD | 11/1995 | 12/2024 |
| Contrary Investment Advisors (154958) | Bloomfield | NJ | 08/2010 | Present |
DANIEL L. SIMONDS, CFP POSITION: Insurance Agent/Broker NATURE: Insurance Sales (Investment-Related OBA) INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/1990 ADDRESS: 1100 N. Glebe Rd., Suite 1010, Arlington VA 22201, United States DESCRIPTION: Since September 1990 Daniel Simonds has provided employee benefits, life insurance, and health insurance, as a licensed agent for several carriers. The approximate number of hours per month devoted to this insurance business is one. Daniel Simonds is the principal employee of this business but considerable assistance is received from brokerage agencies and insurance carriers to provide needed client service. The mailing and street address for this business is 1100 N. Glebe Rd., Suite 1010, Arlington, VA 22201, and the telephone number is 703-560-0929.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 1995-12-14 |
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