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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2023-12-15 |
| CA | RA | APPROVED | 2022-08-11 |
Branch Locations
70 S Lake Ave Ste 900, Pasadena, CA 91101 • United States
Las Vegas, NV • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| H. Beck, Inc. | Rockville | MD | 02/2007 | 03/2021 |
| Grove Point Advisors, Llc | Rockville | MD | 04/2021 | 07/2022 |
| Grove Point Investments, Llc | Rockville | MD | 04/2021 | 07/2022 |
| Lpl Financial Llc | West Covina | CA | 08/2022 | Present |
1)07/13/2022 - DSI WEALTH MANAGEMENT GROUP INC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)07/13/2022 - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start: 01/1988 - 10 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-18 |
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