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Michelle Anne Barry

Transamerica Financial Advisors, LLC

Cedar Rapids, IA

Brookeville, MD

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Current Employers
Transamerica Financial Advisors, Llc

Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2024-02-19
MD RA APPROVED 2024-02-14
  • IA RA
    APPROVED
    Since 2024-02-19
  • MD RA
    APPROVED
    Since 2024-02-14

Branch Locations

6400 C St Sw, Cedar Rapids, IA 52499 • United States

Brookeville, MD • 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
Hornor Townsend And Kent, Inc Horsham PA 08/2005 12/2017
H. Beck, Inc. Bethesda MD 01/2018 03/2021
Grove Point Investments, Llc Rockville MD 04/2021 02/2024
Transamerica Financial Advisors Cedar Rapids IA 02/2024 Present
Wfgia Cedar Rapids IA 02/2024 Present
H. Beck/Grove Point Investments Rockville MD 12/2017 02/2024
Hornor Townsent And Kent Horsham PA 10/2005 12/2017
  • 08/2005 → 12/2017
    Hornor Townsend And Kent, Inc
    Horsham, PA
  • 01/2018 → 03/2021
    H. Beck, Inc.
    Bethesda, MD
  • 04/2021 → 02/2024
    Grove Point Investments, Llc
    Rockville, MD
  • 02/2024 → Present
    Transamerica Financial Advisors
    Cedar Rapids, IA
  • 02/2024 → Present
    Wfgia
    Cedar Rapids, IA
  • 12/2017 → 02/2024
    H. Beck/Grove Point Investments
    Rockville, MD
  • 10/2005 → 12/2017
    Hornor Townsent And Kent
    Horsham, PA
Previous Registrations
  • 2021-04-01 → 2024-02-05
    Grove Point Advisors, Llc
    Rockville, MD
    Rockville, MD
  • 2018-01-05 → 2021-04-01
    Grove Point Investments, Llc
    Rockville, MD
  • 2005-09-15 → 2017-12-20
    Hornor, Townsend & Kent, Llc
    Horsham, PA
    Conshohocken, PA
  • 2004-09-30 → 2005-08-26
    Ameritas Investment Company, Llc
    Bethesda, MD
  • 2003-08-07 → 2004-09-30
    The Advisors Group, Inc.
    Bethesda, MD
Other Businesses

As an employee of Transamerica Financial Advisors (TFA), employees may perform home office functions for other business units.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-07-22
  • S66 Uniform Combined State Law Examination
    2003-07-22
Other Names
  • Michelle Anne Ray
  • Michelle Anne Ray
  • Michelle Anne Ray

View on SEC IAPD

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Other Investors

THOMAS THEO FOX
JEFFREY ALAN HILLEMAN
CORY ROBERT SCHIELTZ
THOMAS JOSEPH BURKE
ERIC MICHAEL KAESTNER
KYLE AMBROSE MCLAUGHLIN
BLAKE DANIEL HELMS
Noah Lee Nabb

Other Offices

OSAIC WEALTH, INC. · CEDAR RAPIDS, IA
OSAIC WEALTH, INC. · CEDAR RAPIDS, IA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · CEDAR RAPIDS, IA
VALIC FINANCIAL ADVISORS, INC. · CEDAR RAPIDS, IA
ACCEL WEALTH MANAGEMENT · Cedar Rapids, IA
STATE FARM INVESTMENT MANAGEMENT CORP. · Cedar Rapids, IA
EDWARD JONES · CEDAR RAPIDS, IA
STATE FARM INVESTMENT MANAGEMENT CORP. · Hiawatha, IA

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