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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-06 |
| MI | RA | APPROVED | 2025-05-01 |
| TX | RA | APPROVED_RES | 2025-05-01 |
Branch Locations
11400 Grand Blvd, Grand Blanc, MI 48439 • United States
Merritt Island, FL • 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 | 09/2003 | 03/2021 |
| Grove Point Advisors, Llc | Rockville | MD | 04/2021 | 05/2025 |
| Grove Point Investments, Llc | Rockville | MD | 04/2021 | 05/2025 |
| Professional Tax Solutions Llc | Grand Blanc | MI | 11/2023 | 05/2025 |
| Lpl Financial Llc | Merritt Island | FL | 05/2025 | Present |
1- 05/2025 - Professional Tax Solutions, LLC - Tax Prep/Accounting/CPA - Investment Related - At Reported Business Location(s) - Start Date 11/01/2023 - 0 hours per month/ during trading 2- 05/2025 - Dave Ramsey - SmartVestor PRO - Other - Smart Vestor Pro - Not Investment Related - At Reported Business Location(s) - Start Date 10/03/2005 - 3 hours per month/ during trading 3- 05/2025 - Terry and Lisa Stanfill JTWROS - Real Estate Rental - Owner - Investment Related - Florida - Start Date 02/07/2025 - 2 hours per month/ 0 hours during trading 4- 05/2025 - Terry Stanfill - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 09/01/2003 - 1 hour per month/ during trading 5- 05/2025 - City of Grand Blanc, MI - Politics/ Government - Commissioner and board member - Not Investment Related - Grand Blanc, MI - Start Date 07/01/2019 - 3 hours per month/ 0 hours during trading 6- 05/2025 - FINRA Arbitrator - Investment Related - At Reported Business Location(s) - Start Date 06/02/2011 - 0 hours per month/ 0 hours during trading 7- 05/2025 - Aysel Ucer Trust and successor trusts - Act in a Fiduciary Capacity - Investment Related - At Reported Business Location(s) - Start Date 07/21/2017 - 1 hour per month/ 0 hours during trading 8- 05/2025 - RLM Financial Services Inc. - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 09/01/2003 - 0 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 1988-09-23 |
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