Robert Uptegraff (CRD# 1973068) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Grand Blanc, MI and has over 34 years of experience in the finance industry.
CRD# 1210153
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5198788
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2354562
Kovack Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Grove Point Advisors, LLC | Rockville, MD | Apr 2021 - Current | 3 |
| Grove Point Investments, LLC | Rockville, MD | Apr 2021 - Current | 3 |
| Central Michigan University | Troy, MI | Aug 1990 - Current | 33 |
| Rob - Lee, Inc. | Flint, MI | Sep 1986 - Current | 37 |
| H. Beck, Inc. | Bethesda, MD | Oct 2017 - Mar 2021 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1989 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2011 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MI
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Total Assets Under Management2,360MILLIONS
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Total Number of Accounts9,920ACCOUNTS
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Average Account Value$237,890
- A percentage of assets under your management
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- Educational seminars/workshops
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