DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at STIRLINGSHIRE INVESTMENTS
Saddlebrook, NJ | NEW YORK, NY
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| STIRLINGSHIRE INVESTMENTS | Independent wealth | May 9, 2025 | n/a | yes | Saddlebrook, NJ|NEW YORK, NY | Current employment |
| GROVE POINT ADVISORS, LLC | Former SEC adviser | Apr 1, 2021 | Apr 15, 2025 | no | ROCKVILLE, MD|ROCKVILLE, MD|Saddle Brook, NJ | Previous registration |
| RMT WEALTH MANAGEMENT, LLC | n/a | Jan 28, 2014 | Aug 15, 2016 | no | SADDLE BROOK, NJ | Previous registration |
| H. BECK, INC. | Former SEC adviser | Feb 3, 2010 | Apr 1, 2021 | no | SADDLE BROOK, NJ | Previous registration |
| MONEY CONCEPTS ADVISORY SERVICE | Bd affiliated wealth | Oct 24, 2002 | Jan 29, 2010 | no | North Haledon, NJ|PALM BEACH GARDENS, FL|PALM BEACH GARDENS, FL|SADDLE BROOK, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GROVE POINT ADVISORS, LLC | STIRLINGSHIRE INVESTMENTS | Apr 15, 2025 | May 9, 2025 | 24 | Firm change | Ibd to RIA |
| H. BECK, INC. | RMT WEALTH MANAGEMENT, LLC | Apr 1, 2021 | Jan 28, 2014 | -2,620 | Firm change after gap | Other |
| RMT WEALTH MANAGEMENT, LLC | GROVE POINT ADVISORS, LLC | Aug 15, 2016 | Apr 1, 2021 | 1,690 | Firm change after gap | Other |
| MONEY CONCEPTS ADVISORY SERVICE | H. BECK, INC. | Jan 29, 2010 | Feb 3, 2010 | 5 | Firm change | Other |