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RR

Rodney R. Rice

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CRD#: 2139158
RR

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.

Rodney Randolph Rice III, who also goes by Rodney Randolph Rice, was a registered financial professional .

Rodney is a previously registered financial professional and started their career in finance in 1991. Rodney had worked at 9 firms and has passed the Series 63 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Rodney Randolph Rice

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.
The advisor shows no other business activity.

Blog Corner


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®
None

Experience


Past

February 6, 2013 - December 31, 2013

GROVE POINT INVESTMENTS, LLC

BD
CRD#: 1763
LARGO, MD
Past

November 18, 2003 - February 24, 2011

GROVE POINT INVESTMENTS, LLC

BD
CRD#: 1763
ROCKVILLE, MD
Past

July 8, 2000 - November 24, 2003

OSAIC FS, INC.

BD
CRD#: 3870
FORT WAYNE, IN
Past

October 28, 1999 - July 8, 2000

POLARIS FINANCIAL SERVICES, INC.

BD
CRD#: 14521
CONCORD, NH
Past

June 5, 1997 - October 22, 1999

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
ST. PETERSBURG, FL
Past

October 19, 1995 - October 22, 1996

INVESTORS SECURITY COMPANY, INC.

BD
CRD#: 2331
SUFFOLK, VA
Past

May 5, 1994 - March 8, 1995

FSC SECURITIES CORPORATION

BD
CRD#: 7461
ATLANTA, GA
Past

October 13, 1992 - January 31, 1994

NYLIFE SECURITIES LLC

BD
CRD#: 5167
NEW YORK, NY
Past

May 1, 1991 - December 8, 1991

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

May 1, 1991 - December 8, 1991

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY

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
RR
Series 63
Date: 6/8/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


GP
GROVE POINT INVESTMENTS, LLC
CAPITAL FINANCIAL SECURITIES CORPORATION | HIBBARD-BECK, INC. | H. BECK, INC. | GROVE POINT INVESTMENTS, LLC | ESTATE INVESTMENT COMPANY

CRD#: 1763 / SEC#: 801-undefined, 8-31165

BD
Terminated by SEC on 09/30/2025
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Contact information


Main Address
2440 Research Boulevard Suite 500, Rockville, MD 20850
Mailing Address
Phone number
Established
Delaware since 04/01/2021
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (4 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Latest Form ADV

Part 2 Brochures

Direct owners and executive officers


NamePositionCRD#
GROVE POINT FINANCIAL, LLCMEMBER
BEARD, KEVIN LAWRENCEPRESIDENT2789109
HAWLEY, AMANDA CANDELMOCORPORATE SECRETARY3214453
TYMKIW, TRISHAPRINCIPAL FINANCIAL OFFICER3197368
WORSHAM, SANDRA RENEECHIEF COMPLIANCE OFFICER2444134

Disclosures


Regulatory Event17
Arbitration3
Bond1

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.

Company Information


GROVE POINT INVESTMENTS, LLC

CRD#: 1763

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