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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-05-01
  • MD RA
    APPROVED
    Since 2025-05-01

Branch Locations

645 Baltimore Annapolis Blvd Ste 218, Severna Park, MD 21146-3934 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kamins & Manning P.C. Severna Park MD 07/1993 Present
H. Beck, Inc. Rockville MD 07/1993 03/2021
#Ia H. Beck, Inc. Rockville MD 07/1993 03/2021
Lighthouse Financial Services Rockville MD 05/2001 Present
Grove Point Advisors, Llc Rockville MD 04/2021 05/2025
Grove Point Investments, Llc Rockville MD 04/2021 05/2025
Lpl Financial Llc Severna Park MD 05/2025 Present
  • 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
    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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-11-02
S63 Uniform Securities Agent State Law Examination 1994-02-15
  • S65 Uniform Investment Adviser Law Examination
    1998-11-02
  • S63 Uniform Securities Agent State Law Examination
    1994-02-15
Designations

View on SEC IAPD

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