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4612 Great Oak Road, Rockville, MD 20853 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-01 |
Branch Locations
4612 Great Oak Road, Rockville, MD 20853 • United States
Kalamazoo, MI • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grove Point Investments, Llc | Rockville | MD | 07/2022 | 03/2025 |
| Schaeffer Financial, Llc | Rockville | MD | 06/2022 | Present |
| United States Army | Fort Campbell | KY | 09/1999 | 09/2022 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-08-26 |
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