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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-05-01 |
Branch Locations
17 W Jefferson St Ste 4 Suite 4, Rockville, MD 20850 • United States
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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Rockville | MD | 10/2009 | 01/2017 |
| Ameriprise Financial Services, Inc. | Bethesda | MD | 10/2009 | 01/2017 |
| Grove Point Investments, Llc | Rockville | MD | 01/2017 | Present |
| Grove Point Advisors, Llc | Rockville | MD | 04/2021 | Present |
| Lpl Financial Llc | Rockville | MD | 05/2025 | Present |
| Lpl Financial Llc | Rockville | MD | 05/2025 | Present |
1. 05/01/2025 - Marketforce Mystery Shop - Outside/W-2 Employment - Not Investment Related - Peachtree Corners GA 30092 - Start Date: 02/01/2016 -10 Hrs/Mth - 0 Hrs During Trading. 2. 05/01/2025 - Woodchurch Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date: 06/14/2024 - 0 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-10 |
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