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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-01 |
Branch Locations
433 Airport Boulevard Suite 500, Burlingame, CA 94010 • 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 |
|---|---|---|---|---|
| Usa Financial Securities Corporation | Ada | MI | 03/2010 | 12/2020 |
| Peak Retirement, Inc. Eh Shum Financial Solutions | Burlingame | CA | 08/1999 | Present |
| H. Beck, Inc. | Rockville | MD | 12/2020 | 03/2021 |
| Grove Point Advisors, Llc | Rockville | MD | 04/2021 | 05/2025 |
| Grove Point Investments, Llc | Rockville | MD | 04/2021 | 05/2025 |
| Lpl Financial Llc | Burlingame | CA | 05/2025 | Present |
1. 05/2025- Peak Retirement Inc.- Business Entity For Tax/Investment Purposes Only- INV Related- At Reported Business Location(s)- Start date 08/27/1999- 20 Hours Per Month- 15 Hours During Trading 2. 05/2025- EH Shum Financial Solutions- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 08/27/1999- 170 Hours Per Month- 170 Hours During Trading 3. 05/2025- Peak Retirement Inc. DBA EH Shum Financial Solutions- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 08/27/1999- 20 Hours Per Month- 15 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 2000-11-07 |
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