Kevin J Cleary

Current Employers

Employment History

• 09/2017 → 04/2019
  Lpl Financial Llc
  Traverse City, MI
• 09/2009 → 11/2023
  Professional Tax Service
  Traverse City, MI
• 07/2019 → 03/2021
  H. Beck, Inc.
  Rockville, MD
• 04/2021 → 05/2025
  Grove Point Advisors Llc
  Rockville, MD
• 04/2021 → 05/2025
  Grove Point Investments Llc
  Rockville, MD
• 11/2023 → Present
  Professional Tax Solutions Llc
  Grand Blanc, MI
• 05/2025 → Present
  Lpl Financial Llc
  Traverse City, MI

Previous Registrations

• 2021-04-01 → 2025-05-01
  Grove Point Advisors, Llc
  Rockville, MD
  Rockville, MD
  Grand Blanc, MI
  Grand Blanc, MI
  Traverse City, MI
• 2019-11-18 → 2021-04-01
  Grove Point Investments, Llc
  Rockville, MD
  Grand Blanc, MI
  Grand Blanc, MI
  Traverse City, MI

Other Businesses

1. 05/2025- Professional Tax Solutions- Tax Prep/Accounting/CPA- INV Related- At Reported Business Location(s)- Start date 11/27/2023- 20 Hours Per Month- 5 Hours During Trading 2. 05/2025- West Bay Tax Advisors- Tax Prep/Accounting/CPA- INV Related- At Reported Business Location(s)- Start date 11/23/2023- 90 Hours Per Month- 90 Hours During Trading 3. 05/2025- RLM Financial- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 05/01/2022- 90 Hours Per Month- 90 Hours During Trading 4. 05/2025-Kevin's Custom Shop- Business Owner- Not INV Related- Home Based- Start date 09/12/2022- 4 Hours Per Month 5. 05/2025- Kevin Cleary- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 09/18/2020 6. 09/08/2025 - Kevin Cleary - Real Estate Rental - Owner - Investment Related - Traverse City, MI - Start Date 09/08/2025 - 2 hours per month/ 0 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2019-11-08
• S63 Uniform Securities Agent State Law Examination
  2017-10-25

Other Names

• Kevin Cleary Jr.
• Kevin J Cleary Jr
• Kevin James Cleary
• Kevin J Cleary