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BC

Bowen S. Crandall

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CRD#: 56412
BC

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.

Bowen Sinclair Crandall JR was a registered financial professional .

Bowen is a previously registered financial professional and started their career in finance in 1972. Bowen had worked at 14 firms and has passed the Series 63, SIE, PC, Series 1 and Series 24 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

January 2, 2003 - September 22, 2016

GROVE POINT INVESTMENTS, LLC

BD
CRD#: 1763
BEAUFORT, NC
Past

July 31, 1997 - January 6, 2003

FIRST ALLIED SECURITIES, INC.

BD
CRD#: 32444
SAN DIEGO, CA
Past

May 10, 1995 - August 28, 1997

VELASCO SECURITIES, INC.

BD
CRD#: 29863
ARLINGTON, VA
Past

March 22, 1991 - May 25, 1995

FERRIS, BAKER WATTS, LLC

BD
CRD#: 285
BALTIMORE, MD
Past

October 2, 1989 - April 1, 1991

LEGG MASON WOOD WALKER, INCORPORATED

BD
CRD#: 6555
BALTIMORE, MD
Past

August 4, 1986 - October 9, 1989

JANNEY MONTGOMERY SCOTT LLC

BD
CRD#: 463
PHILADELPHIA, PA
Past

December 1, 1983 - August 7, 1986

J.C. BRADFORD & CO.

BD
CRD#: 1287
Past

March 18, 1982 - December 20, 1983

FIRST UNION CAPITAL MARKETS CORP.

BD
CRD#: 6124
Past

September 16, 1977 - March 25, 1982

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
Past

August 27, 1976 - September 16, 1977

BACHE HALSEY STUART INC.

BD
CRD#: 7238
Past

February 27, 1976 - August 27, 1976

BACHE & CO INCORPORATED

BD
CRD#: 7058
Past

November 29, 1973 - February 27, 1976

BACHE & CO., INCORPORATED

BD
CRD#: 66
Past

January 2, 1973 - October 4, 1973

PENNSYLVANIA SECURITIES COMPANY

BD
CRD#: 6416
Past

February 11, 1972 - January 19, 1973

PENNSYLVANIA EQUITIES CORPORATION

BD
CRD#: 371

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: 1/28/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
PC
Date: 6/13/1977
AMEX Put and Call Exam
General Industry/Product Exam
RR
Series 1
Date: 2/8/1972
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/17/1997
General Securities Principal 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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