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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-05-01 |
Branch Locations
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 |
|---|---|---|---|---|
| Grove Point Investments, Llc | Rockville | MD | 02/2007 | 05/2025 |
| Grove Point Advisors, Llc | Rockville | MD | 04/2021 | 05/2025 |
| Lpl Financial Llc | Dubois | PA | 05/2025 | Present |
1. 05/01/2025-FM-Artist/ Musician- Not INV Related- Home based- Start date 10/07/1975- 15 Hours Per Month 2. 05/01/2025- William D Smith and Melissa M Smith- Real Estate Rental- INV Related- At Dubois, PA- Start date 01/20/2017- 5 Hours Per Month 3. 05/01/2025- Investors Resource Services- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 02/07/1994- 160 Hours Per Month- 140 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-01-08 |
| S63 | Uniform Securities Agent State Law Examination | 1989-04-21 |
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