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Inactive

Jamie Suzanne Lapin

Rmg Advisors

Rockville, MD

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Current Employers
Rmg Advisors

14 South Adams Street, Rockville, MD 20850 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2020-08-28
  • MD RA
    APPROVED
    Since 2020-08-28

Branch Locations

14 South Adams Street, 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
Grove Point Financial, Llc Formerly H. Beck Financial Llc Rockville MD 09/2003 01/2023
Jamie S. Lapin Rockville MD 01/1986 Present
Family Law Software Rockville MD 04/2018 02/2022
Risk Management Group D/B/A Rmg Advisors Rockville MD 01/1985 Present
  • 09/2003 → 01/2023
    Grove Point Financial, Llc Formerly H. Beck Financial Llc
    Rockville, MD
  • 01/1986 → Present
    Jamie S. Lapin
    Rockville, MD
  • 04/2018 → 02/2022
    Family Law Software
    Rockville, MD
  • 01/1985 → Present
    Risk Management Group D/B/A Rmg Advisors
    Rockville, MD
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2003-12-11
  • S63 Uniform Securities Agent State Law Examination
    2003-12-11
Designations
Other Names
  • Jamie Suzanne Gallant
  • Jamie S Gallant
  • Jamie Suzanne Lapin
  • Jamie Lapin Gallant

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

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