Unclaimed Profile

Billy Wayne Shank

GROVE POINT ADVISORS, LLC·ROCKVILLE, Maryland

SIE, Series 7, Series 24, Series 31, Series 66, Series 99TO20 years registeredGROVE POINT ADVISORS, LLC

2440 RESEARCH BLVD, ROCKVILLE, MD 20850CRD# 4829362Firm CRD# 313171

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Billy Wayne Shank · ROCKVILLE, MD

Registration

CRD #4829362 · GROVE POINT ADVISORS, LLC · 20 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

May 2025 – present

GROVE POINT ADVISORS, LLC

Apr 2021 – May 2025

Cascade, MD

H. BECK, INC.

Nov 2016 – Apr 2021

Cascade, MD

H. BECK, INC.

Jun 2006 – Nov 2016

Cascade, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 31

Series 66

Series 99TO

Registration record

First registered · June 12, 2006

Years registered · 20

Disclosure History

2017Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

GROVE POINT ADVISORS, LLC

CRD 313171 · SEC 801-56879

AUM

$2.4B

Regulatory assets under management

Employees

420

9,920 client accounts

Services offered by GROVE POINT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at GROVE POINT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Billy Wayne Shank offer?

Billy Wayne Shank specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ROCKVILLE, Maryland for a consultation.

What are Billy Wayne Shank's credentials?

Billy Wayne Shank is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Billy Wayne Shank located?

Billy Wayne Shank is based in ROCKVILLE, Maryland, working with GROVE POINT ADVISORS, LLC. Their office serves clients in the ROCKVILLE metropolitan area and surrounding communities.

How does Billy Wayne Shank charge for services?

Billy Wayne Shank's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GROVE POINT ADVISORS, LLC?

GROVE POINT ADVISORS, LLC has approximately 420 employees and manages $2.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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