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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-04-09 |
Branch Locations
3 disclosure categories 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. | Rockville | MD | 07/2004 | 03/2021 |
| Grove Point Advisors, Llc | Rockville | MD | 04/2021 | 04/2025 |
| Grove Point Investments, Llc | Rockville | MD | 04/2021 | 04/2025 |
| The Leaders Group Inc | Summit | NJ | 04/2025 | Present |
| Mbadvisors | Winston Salem | NC | 09/2004 | Present |
1.) MBAdvisors - 9/7/2004 - 5695 Belle Avenue, Winston Salem, NC 27105 - Independent Insurance Agent/Owner, Consulting, Not Invt Rel, Consulting business, 5 hrs/mo; 1-2 hrs/mo (during trading hours). 2.) TLG ADVISORS INC - 4/3/2025 - 475 Springfield Avenue, Summit, NJ 07901 - IAR Rep, Invt Rel, RA business, 10 hrs/mo; 10 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 1979-12-10 |
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