TW
Theresa J. Weil
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CRD#: 2248407
TW
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.
Theresa Joan Weil was a registered financial professional .
Theresa is a previously registered financial professional and started their career in finance in 1992. Theresa had worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 4, Series 51 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
None
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.
THERESA J WEIL POSITION: OWNER NATURE: INSURANCE SALES INVESTMENT RELATED: YES HOURS: 2 INVESTMENT RELATED HOURS: 2 START DATE: 01/01/1995 ADDRESS: 2319 N ANDREWS AVE, FORT LAUDERDALE FL 33311 DESCRIPTION: INSURANCE SALES ESTATE OF MICHELE IANNONE POSITION: Personal Representative NATURE: Other OBA INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 12/20/2018 ADDRESS: 2319 N Andrews Ave, Fort Lauderdale FL 33311, United States DESCRIPTION: Personal Representative appointed by court for Estate of personal friend. CHIEF FINANCIAL OFFICER FOR CLIENTS OF ACCOUNTING FIRM - FRANCONEXTIONS INC, INSPECT SOLUTIONS INC. POSITION: Chief Financial Officer NATURE: Other OBA INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2018 ADDRESS: 2319 N Andrews Avenue, Fort Lauderdale FL 33311, United States DESCRIPTION: Chief Financial Officer with responsibility to review all invoices and approve for payment, preparation of financial reports and bring issues to attention of owners/board members of the corporations LIFESTYLE RESOURCES INC POSITION: President NATURE: Other OBA INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/23/2004 ADDRESS: 2319 N Andrews Ave, Fort Lauderdale FL 33311, United States DESCRIPTION: Serve as officer/director of entity that has no assets or operations. Duties include filing annual report with state and filing zero tax return annually. Entity is held for possible sale to outsiders at a later date. SEADAWGS EDUCATION XCHANGE INC POSITION: President NATURE: Other OBA INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/23/2004 ADDRESS: 2319 N Andrews Ave, Fort Lauderdale FL 33311, United States DESCRIPTION: Serve as officer/director of entity that has no assets or operations. Duties include filing annual report with state and filing zero tax return annually. Entity is held for possible sale to outsiders at a later date. SOMETHING MORE INC POSITION: President NATURE: Other OBA INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/17/2004 ADDRESS: 2319 N Andrews Ave, Fort Lauderdale FL 33311, United States DESCRIPTION: Serve as officer/director of entity that has no assets or operations. Duties include filing annual report with state and filing zero tax return annually. Entity is held for possible sale to outsiders at a later date. LIFETIME RESOURCES INC POSITION: President NATURE: Other OBA INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/16/2004 ADDRESS: 2319 N Andrews Avenue, Fort Lauderdale FL 33311, United States DESCRIPTION: Serve as officer/director of entity. Entity writes and presents continuing education classes to Enrolled Agents of the IRS and all classes must be approved by the IRS before presentation. My role is strictly to handle the accounting functions of this business. ROYALE MANAGEMENT SERVICES INC. DBA RMS ACCOUNTING, DBA FRANCHISE BUSINESS SYSTEMS INC, DBA NAKED ACCOUNTING POSITION: Director of Operations NATURE: Other OBA INVESTMENT RELATED: No NUMBER OF HOURS: 350 SECURITIES TRADING HOURS: 350 START DATE: 04/01/1984 ADDRESS: 2319 N Andrews Ave, Fort Lauderdale FL 33311, United States DESCRIPTION: 48% owner, Director of Operations. This is a managment and accounting firm. The firm provides accounting, record keeping services, and tax preparation,The firmprovides registered agent services. The firm also manages condominiums within Broward county, FL
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 - February 1, 2024
GROVE POINT ADVISORS, LLC
RIA
CRD#: 313171
Fort Lauderdale, FL
Past
September 7, 2010 - April 1, 2021
GROVE POINT INVESTMENTS, LLC
RIA
CRD#: 1763
FORT LAUDERDALE, FL
Past
August 27, 2010 - February 1, 2024
GROVE POINT INVESTMENTS, LLC
BD
CRD#: 1763
FORT LAUDERDALE, FL
Past
September 8, 2004 - September 10, 2010
NEXT FINANCIAL GROUP, INC.
RIA
CRD#: 46214
FORT LAUDERDALE, FL
Past
August 30, 2004 - September 10, 2010
NEXT FINANCIAL GROUP, INC.
BD
CRD#: 46214
FORT LAUDERDALE, FL
Past
January 5, 2004 - September 22, 2004
MONY SECURITIES CORPORATION
RIA
CRD#: 4386
FORT LAUDERDALE , FL
Past
December 2, 2003 - September 22, 2004
MONY SECURITIES CORPORATION
BD
CRD#: 4386
NEW YORK, NY
Past
January 17, 2003 - December 2, 2003
TRUSTED SECURITIES ADVISORS CORP.
BD
CRD#: 24049
NEW YORK, NY
Past
June 18, 1998 - January 15, 2003
1ST GLOBAL CAPITAL CORP.
BD
CRD#: 30349
DALLAS, TX
Past
January 5, 1996 - June 19, 1998
OSAIC WEALTH, INC.
BD
CRD#: 23131
SCOTTSDALE, AZ
Past
August 24, 1992 - January 5, 1996
TRIPLE CHECK FINANCIAL SERVICES, INC.
BD
CRD#: 13344
BURBANK, CA
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
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current 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.
