Patrick Joseph Crean Jr. - Investment Adviser at GROVE POINT ADVISORS, LLC

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Detailed ReportReport

Patrick Joseph Crean Jr.

PAT CREAN JR, Patrick Joseph Crean JR

CRD#: 2330342

Investment Adviser

Broker

GROVE POINT ADVISORS, LLCCRD#: 313171

Cleveland, OH

GROVE POINT INVESTMENTS, LLCCRD#: 1763

CLEVELAND, OH

Disclosures

Disclosures

0 Disclosures

Registration History

License(s)

State Registrations

California 5/15/2020

Ohio 4/1/2021

Florida 5/3/2000

Pennsylvania 4/6/2018

Indiana 1/3/2017

South Carolina 10/27/2020

Ohio 11/2/1999

SRO Registrations

FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.

Current Registration(s)

GROVE POINT ADVISORS, LLC (CRD#:313171)

Cleveland, OH

Registered with this firm since 4/1/2021

GROVE POINT INVESTMENTS, LLC (CRD#:1763)

CLEVELAND, OH

Registered with this firm since 11/1/1999

Previous Registration(s)

th hidden text	th hidden text	Name	Location
IA	07/31/2003 - 04/01/2021	H. BECK, INC. (CRD#:1763)	RICHFIELD, OH
B	10/21/1997 - 06/23/1999	WASHINGTON SQUARE SECURITIES, INC. (CRD#:2882)	WINDSOR, CT
B	07/03/1997 - 10/01/1997	CARILLON INVESTMENTS, INC. (CRD#:14646)	CINCINNATI, OH
B	03/06/1996 - 07/03/1997	WASHINGTON SQUARE SECURITIES, INC. (CRD#:2882)	WINDSOR, CT
B	06/30/1993 - 03/07/1994	NYLIFE SECURITIES INC. (CRD#:5167)	NEW YORK, NY

H. BECK, INC. (CRD#:1763)

RICHFIELD, OH

07/31/2003 - 04/01/2021

WASHINGTON SQUARE SECURITIES, INC. (CRD#:2882)

WINDSOR, CT

10/21/1997 - 06/23/1999

CARILLON INVESTMENTS, INC. (CRD#:14646)

CINCINNATI, OH

07/03/1997 - 10/01/1997

WASHINGTON SQUARE SECURITIES, INC. (CRD#:2882)

WINDSOR, CT

03/06/1996 - 07/03/1997

NYLIFE SECURITIES INC. (CRD#:5167)

NEW YORK, NY

06/30/1993 - 03/07/1994

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Broker

A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.

Investment Adviser

An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.

Disclosures

Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.