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Charles Akivah Lewandowski
CRD#: 853627
IA
B
GROVE POINT ADVISORS, LLCCRD#: 313171 6219 Executive Blvd.
Rockville, MD 20852
Rockville, MD 20852
GROVE POINT INVESTMENTS, LLCCRD#: 1763 6219 EXECUTIVE BLVD
ROCKVILLE, MD 20852
ROCKVILLE, MD 20852
0
Disclosures
44
Years of Experience
View By:
State Registrations
B
California 11/29/2010
B
New York 6/18/2021
B
Colorado 1/12/2021
B
North Carolina 1/4/2013
B
District of Columbia 10/16/2007
B
Pennsylvania 1/29/2021
B
Florida 5/14/2024
B
South Carolina 3/19/2019
B
Maryland 10/16/2007
B
Texas 10/17/2024
IA
Maryland 4/1/2021
B
Virginia 10/16/2007
B
Michigan 12/16/2022
B
West Virginia 5/12/2021
B
Minnesota 6/27/2024
B
Wisconsin 8/30/2021
B
New Jersey 1/4/2013
SRO Registrations
B
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IA
Registered with this firm since 4/1/2021
B
Registered with this firm since 10/16/2007
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 10/16/2007 - 04/01/2021 | ROCKVILLE, MD | |
IA | 02/26/2003 - 10/22/2007 | ROCKVILLE, MD | |
B | 03/16/1992 - 10/22/2007 | ROCKVILLE, MD | |
B | 02/18/1982 - 06/21/1991 | NEWARK, NJ | |
B | 11/13/1980 - 06/21/1991 | NEWARK, NJ | |
B | 06/23/1978 - 06/08/1979 |
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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 can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.