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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-08-15 |
| TX | RA | APPROVED | 2024-08-15 |
Branch Locations
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • 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 |
|---|---|---|---|---|
| H.BEck, Inc. | Rockville | MD | 02/2010 | 03/2021 |
| Grove Point Advisors, Llc | Rockville | MD | 04/2021 | 08/2024 |
| Grove Point Investments, Llc | Rockville | MD | 04/2021 | 08/2024 |
| United Planners | Scottsdale | AZ | 08/2024 | Present |
| Gregory Davis | Bulverde | TX | 01/1990 | Present |
| Dsstt, Llc | Naples | FL | 04/2010 | 05/2026 |
1.) FIRST POINT FINANCIAL - OWNER - DBA NAME FOR MARKETING PURPOSES ONLY - BULVERDE, TX - SINCE 02/2010 - INVESTMENT RELATED 2.) GREGORY DAVIS - SELF/AGENT - NON-VARIABLE INSURANCE - BULVERDE, TX - SINCE 01/1990 - INVESTMENT RELATED 3.) SIVADGMDMED,LLC - MANAGING PARTNER - ESTATE PLANNING - BLUVERDE, TX - SINCE 12/2025 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-12-19 |
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