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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| H.BEck, Inc | Rockville | MD | 04/2005 | 03/2021 |
| Nazareth Area School District | Nazareth | PA | 11/2018 | 11/2023 |
| Grove Point Advisors, Llc | Rockville | MD | 04/2021 | 05/2025 |
| Grove Point Investments, Llc | Rockville | MD | 04/2021 | 05/2025 |
| Lpl Financial Llc | Lake Ariel | PA | 05/2025 | Present |
1. 05/01/2025-RJ Accounting & Tax Service-Tax Prep/Accounting/CPA- INV Related- At Reported Business Location(s)- Start date 01/01/2011-120 Hours Per Month- 120 Hours During Trading 2. 05/01/2025- Tugend Financial Network- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 11/01/2005- 160 Hours Per Month- 160 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-11-05 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-30 |
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