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Wilson Roberts Bounds

Grove Point Investments, LLC

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About Wilson Roberts Bounds

Wilson Roberts Bounds is a financial advisor who is currently registered with Grove Point Investments, LLC. Wilson has been in the financial industry since July 16, 2010. Wilson holds the Series 6 and Series 63 licenses as well as the SIE exam. Previously, Wilson was registered with Nationwide Securities, LLC from July 16, 2010 to July 1, 2020. Wilson is licensed to sell securities in Maryland.

Firm Information

Wilson Bounds 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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Wilson Bounds’s Registration & Firm History

MD

06/30/2020 - Present

Grove Point Investments, LLC (Thurmont MD)

MD

07/16/2010 - 07/01/2020

NATIONWIDE SECURITIES, LLC (TANEYTOWN MD)

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Licenses & Designations

BC

Issued 07/23/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/15/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Wilson Roberts Bounds.
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