DO
Donald H. Owens
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CRD#: 1191571
DO
Professional summary
Being a previously registered professional could mean that this person 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.
Donald Herbert Owens, who also goes by Donald Herbert Owens Jr, was a registered financial professional .
Donald is a previously registered financial professional and started their career in finance in 1983. Donald had worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 2 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Donald Herbert Owens Jr
Other business activities
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.
GRIFFIN-OWENS INSURANCE SPECIALISTS, LLC POSITION: Co-owner NATURE: Other OBA INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 08/01/2020 ADDRESS: 847 Station Street, Herndon VA 20170, United States DESCRIPTION: I am a co-owner of a property and causality insurance agency. EQUESTRIAN PARK HOME OWNERS ASSOCIATION POSITION: Director NATURE: Other OBA INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2020 ADDRESS: 847 Station Street, Herndon VA 20170, United States DESCRIPTION: Board Director ADAMS-GREEN FUNERAL HOME POSITION: Owner NATURE: Other OBA INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2000 ADDRESS: 727 Elden Street, Herndon VA 20170, United States DESCRIPTION: Minority owner. Occasionally discuss business practices ARTS HERNDON POSITION: Director NATURE: Other OBA INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2017 ADDRESS: 200 Center St, Herndon VA 29170, United States DESCRIPTION: Volunteer director FIRST CHOICE AGENTS ALLIANCE POSITION: Director NATURE: Other OBA INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 04/08/2015 ADDRESS: 131 Plantation Ridge Dr, Suite 100, Mooresville NC 28117, United States DESCRIPTION: This company aggregates insurance agencies' production, with insurance carriers. RAVENEL FD, LLC POSITION: Owner/member NATURE: Investment-Related OBA not through H. Beck, Inc. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 12/29/2011 ADDRESS: 6347 Savannah Hwy, Ravenel SC 29470, United States DESCRIPTION: Administrative duties i.e. decisions on physical plant issues, tax and insurance payments 8803 SUDLEY ROAD, LLC POSITION: managing partner NATURE: Other OBA INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 09/01/2018 ADDRESS: 8803 Sudley Road, Manassas VA 20110, United States DESCRIPTION: review activities with the property manager 847 STATION STREET, LLC POSITION: managing member NATURE: Other OBA INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/15/2003 ADDRESS: 847 Station Street, Herndon VA 20170, United States DESCRIPTION: review activities with the property manager 7637 LEESBURG PIKE, LLC POSITION: managing member NATURE: Other OBA INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2015 ADDRESS: 7637 Leesburg Pike, Falls Church VA 22042, United States DESCRIPTION: review activities with the property manager ALUM RIDGE, LLC POSITION: Member NATURE: Investment-Related OBA not through H. Beck, Inc. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2006 ADDRESS: 8136 Old Keene Mill Road, Springfield VA 22152, United States DESCRIPTION: No duties WASHINGTON PLAZA, LLC POSITION: Member NATURE: Investment-Related OBA not through H. Beck, Inc. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2002 ADDRESS: 1601 Washington Plaza, Reston VA 20190, United States DESCRIPTION: No duties
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Past
April 1, 2021 - July 31, 2025
GROVE POINT ADVISORS, LLC
RIA
CRD#: 313171
Thurmont, MD
Past
July 1, 2020 - April 1, 2021
GROVE POINT INVESTMENTS, LLC
RIA
CRD#: 1763
Thurmont, MD
Past
July 1, 2020 - July 31, 2025
GROVE POINT INVESTMENTS, LLC
BD
CRD#: 1763
Thurmont, MD
Past
July 21, 2017 - July 1, 2020
NATIONWIDE SECURITIES, LLC
RIA
CRD#: 11173
HERNDON, VA
Past
February 27, 1987 - July 1, 2020
NATIONWIDE SECURITIES, LLC
BD
CRD#: 11173
HERNDON, VA
Past
September 10, 1983 - November 21, 1983
NATIONWIDE SECURITIES, LLC
BD
CRD#: 11173
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
This advisor is not registered in any state.
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 2
Date: 12/8/1982
Non-Member General Securities ExaminationCurrent Firm
GP
GROVE POINT ADVISORS, LLC
GROVE POINT ADVISORS, LLC
CRD#: 313171 / SEC#: 801-56879
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Contact information
Main Address
2440 Research Blvd Suite 500, Rockville, MD 20850
Mailing Address
Phone number
(301) 944-5900
Established
Firm type
Fiscal year end
# of Employees
389
Regulatory assets under management
| Total Number of Accounts | 9,556 |
| AUM (Assets Under Management) | $ 2,470,347,917 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/27/2024 | ||
| 10/26/2023 | ||
| 02/28/2023 |
Red Flags
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.
