Kathleen Ann Kennedy

Current Employers

Employment History

• 03/2017 → 03/2017
  Orth Financial Group
  Wilmington, DE
• 07/2016 → 03/2017
  Discover Financial Services
  New Castle, DE
• 03/2017 → 08/2020
  Ameriprise Financial Services, Inc.
  Wilmington, DE
• 08/2020 → 05/2025
  Grove Point Investments, Llc
  Rockville, MD
• 04/2021 → 05/2025
  Grove Point Advisors, Llc
  Rockville, MD
• 10/2020 → Present
  Planning Needs Financial Group
  Rockville, MD
• 05/2025 → Present
  Lpl Financial Llc
  Rockville, MD

Previous Registrations

• 2021-04-01 → 2025-05-01
  Grove Point Advisors, Llc
  Rockville, MD
  Rockville, MD
  Rockville, MD
• 2020-09-30 → 2021-04-01
  Grove Point Investments, Llc
  Rockville, MD
• 2019-02-01 → 2020-09-02
  Ameriprise Financial Services, Llc
  Wilmington, DE

Other Businesses

1. 5/2025 - Planning Needs Financial Group - DBA for LPL Business (entity for LPL business) - INV REL - At Reported Business Location - Start Date 08/31/2020 - 130hrs/MTH 2. 5/2025 - Corporate Benefit Services, Inc - Outside/W-2 Employment - INV REL - Rockville, MD - Start Date 08/31/2020 - 30hrs/MTH

Exams

• S66 Uniform Combined State Law Examination
  2017-11-06

Other Names

• Kathleen Kennedy
• Kathleen Ann Kennedy