Turning Point Financial

Firm record

As recorded in SEC IAPD

Firm CRD

301282

SEC number

801-116895

Firm type

RIA

Assets under management

$339.4M as of Jun 30, 2026

Website

www.tpfinancial.com ↗

Phone

301-846-9336

Address

7210 Corporate Ct., Frederick, MD, 21703

Advisors at this firm

15 in our index · page 1 of 1

• James Daniel GoodCRD 2466989 · Camp Hil, PA
  IA RegisteredRegistration inactive
• Jonathan Paul GoodCRD 6265533 · Camp Hill, PA
  IA Registered
• Michael James GoodCRD 6258676 · Camp Hill, PA
  IA RegisteredRegistration inactive
• Dane Leigh GrouellCRD 2906427 · Portland, OR
  IA RegisteredRegistration inactive
• Brennan Ambrose GmeinerCRD 6389785 · Frederick, MD
  IA RegisteredRegistration inactive
• Corey A GrimesCRD 8010228 · Frederick, MD
  IA Registered
• William John HeilCRD 5038267 · Frederick, MD
  IA RegisteredRegistration inactive
• Kurt August LalomiaCRD 1926472 · Frederick, MD
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Craig S MarcelloCRD 2452005 · Covington, LA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Craig Saleem MarcelloCRD 8180815 · Covington, LA
  IA Registered
• Ryan MoriseyCRD 7968719 · Frederick, MD
  IA Registered
• Thomas Joseph PignoneCRD 801230 · Frederick, MD
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• David D StrausserCRD 7570876 · Frederick, MD
  IA Registered
• Eric Dennis TereoCRD 7693505 · Camp Hill, PA
  IA RegisteredRegistration inactive
• Mary Kathleen TroxellCRD 1850750 · Frederick, MD
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.