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Detailed Report
Zane C. Akin
Zane C Akin
CRD#: 7121614
IA
Investment Adviser
B
Broker
GROVE POINT ADVISORS, LLCCRD#: 313171 5301 Carlisle Road
Dover, PA 17315
GROVE POINT INVESTMENTS, LLCCRD#: 1763 5301 Carlisle Rd
Dover, PA 17315
Registration History
2020202120222023202420252026IAGROVE POINT ADVISORS, LLC (CRD# 313171)2021 - Present (3 years)BGROVE POINT INVESTMENTS, LLC (CRD# 1763)2020 - Present (4 years)IAH. BECK, INC. (CRD# 1763)2021 - 2021 (<1 year)
License(s)

State Registrations

B
California 1/16/2024
B
Ohio 1/10/2025
B
Colorado 5/30/2023
B
Pennsylvania 3/17/2021
B
Florida 1/16/2024
IA
Pennsylvania 4/1/2021
B
Maryland 7/5/2022
B
South Carolina 1/9/2025
B
New Jersey 1/9/2025
B
Tennessee 1/9/2025
B
New Mexico 1/9/2025
B
Virginia 1/9/2025
B
New York 1/9/2025
B
Washington 1/9/2025

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)
5301 Carlisle Road, Dover, PA 17315
Registered with this firm since 4/1/2021
B
GROVE POINT INVESTMENTS, LLC (CRD#:1763)
5301 Carlisle Rd, Dover, PA 17315
Registered with this firm since 12/24/2020
Previous Registration(s)
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IA
 03/17/2021 - 04/01/2021 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.