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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-10-11 |
Branch Locations
1041 Bustleton Pike #4, Feasterville, PA 19053 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| H. Beck, Inc. | Bethesda | MD | 05/2016 | 03/2021 |
| Grove Point Advisors, Llc | Rockville | MD | 04/2021 | Present |
| Grove Point Investments, Llc | Rockville | MD | 04/2021 | Present |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
JERRY GROSS- INSURANCE POSITION: Agent NATURE: Insurance Sales (Investment-Related OBA) INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/01/2009 ADDRESS: 1041 Bustleton Pike, Suite 4, Feasterville PA 19053 DESCRIPTION: Fixed insurance sales SUBURBANNETWORKGROUP POSITION: President NATURE: Other OBA INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/10/2014 ADDRESS: 1041 Bustleton Pike, suite 4, Feasterville PA 19053, United States DESCRIPTION: run meeting and try to grow group for Networking ADELPHI LODGE POSITION: V P NATURE: Other OBA INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/17/1988 ADDRESS: 1094 Gibson Ave, Warminster PA 18974, United States DESCRIPTION: VP Social Committee GROSS FINANCIAL SERVICES- INSURANCE POSITION: Agent NATURE: Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/01/2009 ADDRESS: 1041 Bustleton Pike, Suite 4, Feasterville PA 19053 DESCRIPTION: All types of insurance sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 1985-07-01 |
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