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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
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 |
|---|---|---|---|---|
| Finger Lakes Financial Services | Victor | NY | 06/2001 | Present |
| H. Beck, Inc. | Rockville | MD | 01/2002 | 03/2021 |
| 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 | Present |
| Lpl Financial Llc | Victor | NY | 05/2025 | Present |
1. 05/01/2025- Finger Lakes Financial Services, Inc.- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 09/11/2001- 720 Hours Per Month- 160 Hours During Trading 2. 05/01/2025-Alan D Deuel, CLU ChFC- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 09/11/2001- 4 Hours Per Month- 3 Hours During Trading 3. 07/09/2025 - FLFS Advisory, LLC - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s)- Start date 05/01/2025- 720 Hours Per Month/ During Trading - I provide investment advisory services through FLFS Advisory, LLC, an independent investment advisor firm. I started this business activity in 5/2025. I expect to spend approximately 720 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 2002-06-20 |
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