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Stacy Goodwin

Grove Point Investments, LLC

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About Stacy Goodwin

Stacy Goodwin is a financial advisor with Grove Point Investments, LLC based in Rockville, MD. Stacy has over 20 years of experience in the financial services industry. Stacy holds the Series 6, 63, 26, 99TO, and SIE licenses and is registered in Florida, Maryland, and Virginia. Stacy previously worked with J.W. COLE FINANCIAL, INC., INVEST FINANCIAL CORPORATION, SAGEPOINT FINANCIAL, INC., VALIC FINANCIAL ADVISORS, INC., NATIONWIDE INVESTMENT SERVICES CORPORATION, BENEFITSCORP EQUITIES, INC., and NPC SECURITIES, INC.

Firm Information

Stacy Goodwin is currently registered with Grove Point Investments, LLC. Grove Point Investments, LLC is a Limited Liability Company formed on April 1, 2021, and registered in all 50 states and the District of Columbia. The firm has been the subject of 17 regulatory events and 3 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

81

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Stacy Goodwin’s Registration & Firm History

MD

06/02/2021 - Present

Grove Point Investments, LLC (ROCKVILLE MD)

FL

03/02/2020 - 06/04/2021

J.W. COLE FINANCIAL, INC. (TAMPA FL)

WI

09/17/2009 - 04/17/2018

INVEST FINANCIAL CORPORATION (APPLETON WI)

FL

10/25/2007 - 09/15/2009

SAGEPOINT FINANCIAL, INC. (CLEARWATER FL)

FL

09/18/2006 - 08/31/2007

VALIC FINANCIAL ADVISORS, INC. (TAMPA FL)

OH

04/18/2000 - 09/13/2005

NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)

CO

12/17/1999 - 03/30/2000

BENEFITSCORP EQUITIES, INC. (GREENWOOD VILLAGE CO)

CO

11/12/1999 - 12/17/1999

NPC SECURITIES, INC. (GREENWOOD VILLAGE CO)

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Licenses & Designations

IA

Issued 11/17/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/04/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/14/2018

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 06/10/2024

Series 99TO - Operations Professional Examination

BC

Issued 04/17/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/09/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stacy Goodwin.
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