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29 Lasalle Parkway, Victor, NY 14564 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-04-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| H. Beck, Inc. | Bethesda | MD | 08/2017 | 03/2021 |
| Unemployed | Canandaigua | NY | 10/2015 | 07/2017 |
| Grove Point Advisors, Llc | Rockville | MD | 04/2021 | 05/2025 |
| Grove Point Investments, Llc | Rockville | MD | 04/2021 | 05/2025 |
| Flfs Advisory Llc | Victor | NY | 04/2025 | 05/2025 |
| Lpl Financial Llc | Victor | NY | 05/2025 | Present |
1- 05/2025 - Finger Lakes Financial Svc - DBA for LPL Business (entity for LPL business)- Investment Related - At Reported Business Location(s) - Start Date 08/17/2017 - 120 hours per month/ during trading 2- 05/2025 - Robert Gwynn Insurance Agent - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 11/22/2017 - 10 hours per month/ during trading 3- 05/2025 - Robert Gwynn - Coach/ Sports/ Fitness - Investment Related - Home Based - Start Date 10/01/2004 - 35 hours per month/ 5 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-16 |
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