Albert B. Kunkel
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.
Albert Bruce Kunkel Jr., who also goes by A Bruce Kunkel Jr, Albert Bruce Kunkel Jr, Bruce Kunkel Jr, was a registered financial professional .
Albert is a previously registered financial professional and started their career in finance in 1976. Albert had worked at 8 firms and has passed the Series 65, Series 63, Series 22TO, Series 6TO, SIE, Series 1 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
April 1, 2021 - February 28, 2023
GROVE POINT ADVISORS, LLC
October 22, 2008 - April 1, 2021
GROVE POINT INVESTMENTS, LLC
March 28, 2000 - October 20, 2008
GROVE POINT INVESTMENTS, LLC
December 2, 1999 - October 31, 2024
GROVE POINT INVESTMENTS, LLC
November 21, 1988 - December 3, 1999
VOYA FINANCIAL ADVISORS, INC.
October 17, 1988 - September 24, 1998
THE PAUL REVERE VARIABLE ANNUITY INSURANCE COMPANY
January 5, 1987 - October 17, 1988
INVESTACORP, INC.
June 16, 1986 - January 9, 1987
LCP CAPITAL CORP.
February 19, 1985 - July 1, 1986
CARDELL & ASSOCIATES, INCORPORATED
January 21, 1984 - February 15, 1985
GROVE POINT INVESTMENTS, LLC
July 15, 1980 - January 10, 1984
THE PAUL REVERE VARIABLE ANNUITY INSURANCE COMPANY
June 25, 1976 - November 27, 1979
NYLIFE SECURITIES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 22TO
Date: 1/2/2023
Direct Participation Programs Representative ExaminationSeries 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationSeries 1
Date: 6/22/1976
Registered Representative ExaminationCurrent Firm
GROVE POINT ADVISORS, LLC
CRD#: 313171 / SEC#: 801-56879
Contact information
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.
