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EG

Eldon Lee Good

CRD# 1046126·Registered 1983 - 2021
Previously Registered: Being a previously registered professional could mean that Eldon is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Eldon Lee Good was a registered financial advisor. Eldon was a previously registered financial professional and started their career in finance 1983 - 2021. Eldon had worked at 6 firms and has passed the Series 63, SIE and Series 6 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

43 years in the financial services industry

Current & Past Employments

GROVE POINT ADVISORS, LLC·CRD# 313171
RIA
Lexington, KY
April 1, 2021 - October 20, 2021
GROVE POINT INVESTMENTS, LLC·CRD# 1763
RIA
Lexington, KY
July 6, 2009 - April 1, 2021
GROVE POINT INVESTMENTS, LLC·CRD# 1763
BD
Lexington, KY
July 6, 2009 - October 20, 2021
OSAIC FS, INC.·CRD# 3870
RIA
Lexington, KY
August 14, 2003 - July 8, 2009
OSAIC FS, INC.·CRD# 3870
BD
Lexington, KY
July 8, 2000 - July 8, 2009
POLARIS FINANCIAL SERVICES, INC.·CRD# 14521
BD
Concord, NH
March 10, 2000 - July 8, 2000
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA·CRD# 680
BD
Newark, NJ
June 24, 1983 - December 10, 1993
PRUCO SECURITIES, LLC.·CRD# 5685
BD
Newark, NJ
June 24, 1983 - March 8, 2000

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Current Firm

GP
GROVE POINT ADVISORS, LLC

GROVE POINT ADVISORS, LLC

CRD#: 313171 / SEC#: 801-56879

Contact Information

Main Address

2440 Research Blvd Suite 500, Rockville, MD 20850

Phone Number

(301) 944-5900

# of Employees

389

Documents

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A, APPENDIX 1, PORTFOLIO BUILDER MARCH 2025 (3/28/2025)

Regulatory Assets Under Management

Total Number of Accounts

9,556

AUM (Assets Under Management)

$2,470,347,917

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
11/27/2024Cover PageReport
10/26/2023Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 1983About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jun 1983About the Series 6 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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