Thomas Searles (CRD# 1086478) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 31 years of experience in the finance industry. Thomas Searles has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Grove Point Advisors, LLC | Rockville, MD | Apr 2021 - Current | 3 |
| Grove Point Investments, LLC | Rockville, MD | Apr 2021 - Current | 3 |
| Bill Tilghman And The Outlaws, LLC | Gaithersburg, MD | Dec 2018 - Current | 5 |
| Safe Money Concepts, LLC | Gaithersburg, MD | Jun 2011 - Current | 12 |
| Terra Firma Ventures, LLC | Gaithersburg, MD | Sep 2007 - Current | 16 |
| Medallion Financial Group | Gaithersburg, MD | Apr 1986 - Current | 38 |
| H. Beck, Inc. | Rockville, MD | Jul 2020 - Mar 2021 | < 1 |
| Federal Navigators, LLC | Gaithersburg, MD | Feb 2013 - Dec 2020 | 7 |
| Ssn Advisory, Inc. | Knoxville, TN | Oct 2018 - Jul 2020 | 1 |
| Securities Service Network, LLC | Knoxville, TN | Jul 2018 - Jul 2020 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1992 |
- GA
- MD
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Total Assets Under Management2,360MILLIONS
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Total Number of Accounts9,920ACCOUNTS
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Average Account Value$237,890
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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