Carl Owen Bass

Current Employers

Employment History

• 03/1997 → 03/2021
  H. Beck, Inc.
  Rockville, MD
• 10/1984 → Present
  Bass Financial Strategies, Inc.
  Greensboro, NC
• 04/2021 → 09/2024
  Grove Point Advisors, Llc
  Rockville, MD
• 04/2021 → 09/2024
  Grove Point Investments, Llc
  Rockville, MD
• 09/2024 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 09/2024 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2002-12-20 → 2024-09-19
  Bass Financial Strategies, Inc.
  Greensboro, NC
• 2021-04-01 → 2024-09-12
  Grove Point Advisors, Llc
  Rockville, MD
  Greensboro, NC
  Rockville, MD
• 2014-11-05 → 2021-04-01
  Grove Point Investments, Llc
  Greensboro, NC
  Greensboro, NC

Other Businesses

1) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 09/2024, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO 40 HR/MO TRADING 2) WESTOVER CHURCH, 505 MUIRS CHAPEL ROAD GREENSBORO NC, 01/1985, SENIOR ELDER, RELIGIOUS ORGANIZATION, NIR, 2 HR/MO 0 HR/MO TRADING 3) BASS FINANCIAL STRATEGIES, INC., 600 Green Valley road, Suite 106, Greensboro NC 27408, 12/2002, President, Using a Trade Name / DBA, INV REL, 170 HR/MO, 140 HR/MO TRADING. 4) INSURANCE AGENT, 600 GREEN VALLEY ROAD SUITE 106 GREENSBORO NC, 08/1971, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE AGENCIES, INV REL, 5 HR/MO 5 HR/MO TRADING 5) HORSEPOWER, INC., 4537 Walpole Rd, High Point NC 27265, 01/2025, BOARD MEMBER, NIR, 2 HR/MO - 0 HR/MO TRADING.

Exams

• S63 Uniform Securities Agent State Law Examination
  1982-12-20