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12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-10-17 |
Branch Locations
150 Longwater Drive Suite 103, Norwell, MA 02061 • United States
12671 High Bluff Drive Suite 200, San Diego, CA 92130 • UNITED STATES
150 Longwater Drive, Suite 103, Norwell, MA 02061 • 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 |
|---|---|---|---|---|
| H. Beck, Inc. | Canton | MA | 02/1989 | 03/2021 |
| Grove Point Advisors, Llc | Rockville | MD | 04/2021 | 09/2024 |
| Grove Point Investments, Llc | Rockville | MD | 04/2021 | 09/2024 |
| Independent Financial Group, Llc | Norwell | MA | 09/2024 | Present |
JAMES FRATELLO POSITION: Agent/Representative NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 120 START DATE: 01/01/1989 ADDRESS: 150 Longwater Drive, Suite 103, Norwell MA 02061, United States DESCRIPTION: Securities sales and investment advisory services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 1988-05-16 |
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