Mark Hal Kamins

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/1993 → Present
  Kamins & Manning P.C.
  Severna Park, MD
• 07/1993 → 03/2021
  H. Beck, Inc.
  Rockville, MD
• 07/1993 → 03/2021
  #Ia H. Beck, Inc.
  Rockville, MD
• 05/2001 → Present
  Lighthouse Financial Services
  Rockville, MD
• 04/2021 → 05/2025
  Grove Point Advisors, Llc
  Rockville, MD
• 04/2021 → 05/2025
  Grove Point Investments, Llc
  Rockville, MD
• 05/2025 → Present
  Lpl Financial Llc
  Severna Park, MD

Previous Registrations

• 2021-04-01 → 2025-05-01
  Grove Point Advisors, Llc
  Severna Park, MD
  Rockville, MD
  Rockville, MD
• 1998-08-07 → 2021-04-01
  Grove Point Investments, Llc
  Rockville, MD
  Severna Park, MD
  Rockville, MD

Other Businesses

1. 05/2025- Kamins & Manning, P.C.- Tax Prep/Accounting/CPA- INV Related- At Reported Business Location(s)- Start date 07/13/1993- 157 Hours Per Month- 120 Hours During Trading 2. 05/2025- GUILD OF TEMPLE MUSICIANS- Non-Profit Board Member- Not INV Related- At SCHAUMBERG,, IL- Start date 09/01/2022- 2 Hours Per Month- 1 Hour During Trading 3. 05/2025- LIGHTHOUSE FINANCIAL SERVICES, LLC- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 06/01/2001- 1 Hour Per Month- 1 Hour During Trading 4. 05/2025-Lighthouse Financial Services, LLC- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 06/01/2001- 5 Hours Per Month- 5 Hours During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-11-02
• S63 Uniform Securities Agent State Law Examination
  1994-02-15

Designations

• Personal Financial Specialist