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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-08-02 |
Branch Locations
1011 Mumma Rd., Ste. 100 , Wormleysburg, PA 17043 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Baltimore Life Co. | Owings Mills | MD | 06/2010 | Present |
| Grove Point Investments, Llc | Rockville | MD | 01/2011 | 08/2024 |
| Grove Point Advisors, Llc | Rockville | MD | 04/2021 | 08/2024 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2024 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 08/2024 | Present |
1) JOSEPH R MARTIN, 166 OAK RIDGE DR YORK PA, 08/2024, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE AGENCIES, INV REL, 10 HR/MO 10 HR/MO TRADING 2) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 08/2024, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO 40 HR/MO TRADING 3) MARTIN WEALTH MANAGERS, 166 Oak Ridge Drive, York PA 17402, United States, 11/04/2024, IAR, DBA, INV REL, 160/MO - 160/Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 1982-04-14 |
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