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Benjamin Brenner

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CRD#: 29889
BB

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.

Benjamin Brenner was a registered financial professional .

Benjamin is a previously registered financial professional and started their career in finance in 1958. Benjamin had worked at 7 firms and has passed the SIE and Series 1 exams.

top-8-questions

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.
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

November 18, 2003 - September 30, 2015

GROVE POINT INVESTMENTS, LLC

BD
CRD#: 1763
CANTON, MA
Past

July 8, 2000 - November 24, 2003

OSAIC FS, INC.

BD
CRD#: 3870
FORT WAYNE, IN
Past

June 2, 1989 - July 8, 2000

POLARIS FINANCIAL SERVICES, INC.

BD
CRD#: 14521
CONCORD, NH
Past

May 20, 1988 - June 9, 1989

J. T. MORAN & CO., INC.

BD
CRD#: 15655
Past

November 20, 1981 - May 20, 1988

BUTTONWOOD SECURITIES CORPORATION OF MASSACHUSETTS

BD
CRD#: 7303
Past

November 30, 1970 - November 15, 1981

CORNERSTONE FINANCIAL SERVICES, INC.

BD
CRD#: 953
Past

October 15, 1958 - January 16, 1971

B C MORTON & CO OF BOSTON INC

BD
CRD#: 1000001

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

General Industry/Product Exam
RR
SIE
Date: 9/30/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 1
Date: 10/18/1956
Registered Representative Examination

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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