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John David Orem

Commonwealth Financial Network

Rockville, MD

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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2021-09-28
MD RA APPROVED 2021-09-08
  • DC RA
    APPROVED
    Since 2021-09-28
  • MD RA
    APPROVED
    Since 2021-09-08

Branch Locations

15245 Shady Grove Rd Suite 410, Rockville, MD 20850 • 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
H.BEck, Inc. Rockville MD 05/2010 03/2021
Grove Point Advisors, Llc Rockville MD 04/2021 09/2021
Grove Point Investments, Llc Rockville MD 04/2021 09/2021
Commonwealth Financial Network Waltham MA 09/2021 Present
Potomac Wealth Advisors Rockville MD 09/2021 Present
  • 05/2010 → 03/2021
    H.BEck, Inc.
    Rockville, MD
  • 04/2021 → 09/2021
    Grove Point Advisors, Llc
    Rockville, MD
  • 04/2021 → 09/2021
    Grove Point Investments, Llc
    Rockville, MD
  • 09/2021 → Present
    Commonwealth Financial Network
    Waltham, MA
  • 09/2021 → Present
    Potomac Wealth Advisors
    Rockville, MD
Previous Registrations
  • 2021-04-01 → 2021-09-09
    Grove Point Advisors, Llc
    Rockville, MD
    Rockville, MD
    Rockville, MD
  • 2010-05-11 → 2021-04-01
    Grove Point Investments, Llc
    Rockville, MD
  • 2005-08-10 → 2009-08-13
    Truist Investment Services, Inc.
    Washington, DC
    Washington, DC
Other Businesses

Fixed insurance sales; as of 9/8/2021; Less than 1% of time spent during business hours; Conducted at branch location; Investment related.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1997-02-13
  • S63 Uniform Securities Agent State Law Examination
    1997-02-13
Designations

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NAVY FEDERAL INVESTMENT SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
UNITED BROKERAGE SERVICES, INC
PROFIT INVESTMENTS
ORTMAN FINANCIAL PLANNING

Other Investors

JOHN BRIAN OETTINGER
JORDAN SCOTT KRAUS
Anna Laureys Squier
JASON SCOTT COHEN
JENNIFER CHRISTINE PASCAL
DANIEL RONIS
Annalise Taylor Haywood
Liam Christopher Sweet

Other Offices

LPL FINANCIAL LLC · ROCKVILLE, MD
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ROCKVILLE, MD
NAVY FEDERAL INVESTMENT SERVICES, LLC · Rockville, MD
STATE FARM INVESTMENT MANAGEMENT CORP. · N Bethesda, MD
J.P. MORGAN SECURITIES LLC · Rockville, MD
UNITED BROKERAGE SERVICES, INC · ROCKVILLE, MD
PROFIT INVESTMENTS · NORTH BETHESDA, MD
ORTMAN FINANCIAL PLANNING · NORTH BETHESDA, MD

More in Rockville, MD

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