Investment Adviser Public Disclosure SECNASAASECNASAASECNASAA
  • Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
< Back to Results
Detailed Report
Jacquelyn Michele Baker
CRD#: 2957121
IA
Investment Adviser
B
Broker
GROVE POINT ADVISORS, LLCCRD#: 313171 10637 East Briarwood Circle
Suite B
Centennial, CO 80112
GROVE POINT INVESTMENTS, LLCCRD#: 1763 Boerne, TX
Registration History
199820002002200420062008201020122014201620182020202220242026IAGROVE POINT ADVISORS, LLC (CRD# 313171)2021 - Present (3 years)BGROVE POINT INVESTMENTS, LLC (CRD# 1763)2000 - Present (24 years)BBERKSHIRE EQUITY SALES, INC. (CRD# 87)1998 - 2000 (2 years)BH. BECK, INC. (CRD# 1763)1998 - 1998 (<1 year)IAH. BECK, INC. (CRD# 1763)2002 - 2021 (19 years)
License(s)

State Registrations

B
Arizona 4/29/2024
B
New Mexico 1/12/2001
B
California 3/29/2017
B
New York 3/29/2017
B
Colorado 11/21/2000
B
North Carolina 3/31/2016
IA
Colorado 4/1/2021
B
Pennsylvania 8/9/2016
B
Delaware 10/5/2023
B
South Carolina 1/3/2017
B
Florida 1/3/2017
B
Texas 7/9/2021
B
Georgia 3/29/2017
IA
Texas 1/12/2023
B
Maryland 1/11/2001
B
Virginia 8/9/2016
B
Massachusetts 3/29/2017
B
Wyoming 1/3/2017

SRO Registrations

B
 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)
IA
GROVE POINT ADVISORS, LLC (CRD#:313171)
10637 East Briarwood Circle Suite B, Centennial, CO 80112
Boerne, TX
Registered with this firm since 4/1/2021
B
GROVE POINT INVESTMENTS, LLC (CRD#:1763)
Boerne, TX
Registered with this firm since 11/21/2000
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 03/25/2002 - 04/01/2021 H. BECK, INC. (CRD#:1763) Centennial, CO
B
 09/16/1998 - 12/04/2000 BERKSHIRE EQUITY SALES, INC. (CRD#:87) PITTSFIELD, MA
B
 08/05/1998 - 08/25/1998 H. BECK, INC. (CRD#:1763) ROCKVILLE, MD
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
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.
IA
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.