Robert Paul Teofilo

Current Employers

Employment History

• 11/1999 → 05/2025
  Beacon Benefits Group
  Brookfield, WI
• 01/2010 → 03/2021
  H. Beck, Inc.
  Rockville, MD
• 05/2019 → Present
  Elmbrook Associates
  Elm Grove, WI
• 02/1992 → Present
  Elmbrook Associates
  Brookfield, WI
• 04/2021 → 05/2025
  Grove Point Advisors, Llc
  Rockville, MD
• 04/2021 → 05/2025
  Grove Point Investments, Llc
  Rockville, MD
• 05/2025 → Present
  Lpl Financial Llc
  Elm Grove, WI

Previous Registrations

• 2021-04-01 → 2025-05-01
  Grove Point Advisors, Llc
  Rockville, MD
  Elm Grove, WI
  Rockville, MD
• 2010-01-06 → 2021-04-01
  Grove Point Investments, Llc
  Elm Grove, WI
  Elm Grove, WI
• 2009-09-08 → 2009-12-31
  Lpl Financial Llc
  Brookfield, WI
• 2002-09-11 → 2009-09-08
  Waterstone Financial Group, Inc.
  Brookfield, WI
  Brookfield, WI
• 1993-06-06 → 2002-09-23
  Ffp Advisory Services Inc
  Brookfield, WI

Other Businesses

1- 05/2025 - Elmbrook Associates, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 03/02/2019 - 160 hours per month/ 130 hours during trading 2- 05/2025 - Elmbrook Associates, Insurance Services - Non-Variable Insurance - Insurance Agent - Investment Related - At Reported Business Location(s) - Start Date 05/01/2019 - 4 hours per month/ 0 hours during trading 3- 03/27/2026 - Elmbrook Financial - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 03/23/2026 - 20 hours per month/ during trading

Exams

• S63 Uniform Securities Agent State Law Examination
  1979-08-29

Other Names

• Bob Teofilo