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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
3206 Tower Oaks Blvd 4Th Floor, Rockville, MD 20852 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| H. Beck, Inc. | Rockville | MD | 08/1996 | 12/2019 |
| Walden Country Club | Crofton | MD | 04/2019 | Present |
| Potomac Wealth Advisors, Llc | Rockville | MD | 02/2021 | 09/2021 |
| Grove Point Advisors, Llc | Rockville | MD | 04/2021 | 09/2021 |
| Grove Point Investments, Llc | Rockville | MD | 04/2021 | 09/2021 |
| Commonwealth Financial Network | Waltham | MA | 09/2021 | 07/2022 |
| Potomac Wealth Advisors | Rockville | MD | 09/2021 | 09/2021 |
| Grove Point Advisors, Llc | Rockville | MD | 07/2022 | 05/2025 |
| Grove Point Investments, Llc | Rockville | MD | 07/2022 | 05/2025 |
| Gem Financial Services | Rockville | MD | 08/2022 | Present |
| Lpl Financial Llc | Rockville | MD | 05/2025 | Present |
1. 05/2025- Anne Arundel County Board of Elections- Other- Not INV Related- At Glen Burnie, MD- Start date 11/05/2024- 1 Hour Per Month 2. 05/2025- Trinity E Grall- Notary- INV Related- At Reported Business Location(s)- Start date 04/23/2021- 1 Hour Per Month- 1 Hour During Trading 3. 05/2025- GEM Financial Services-DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 07/01/2023- 160 Hours Per Month- 160 Hours During Trading 4. 05/2025- Walden Country Club- Outside/W-2 Employment- Not INV Related- At Crofton, MD- Start date 04/19/2019- 40 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-08-29 |
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