Joseph Mcdonald Oliver

LPl Financial LLC

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Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2025-05-01

NC RA
APPROVED

Since 2025-05-01

Branch Locations

Wilmington, NC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
H. Beck, Inc.	Rockville	MD	02/2006	03/2021
Grove Point Advisors, Llc	Rockville	MD	04/2021	Present
Grove Point Investments, Llc	Rockville	MD	04/2021	Present
Lpl Financial Llc	Wilmington	NC	05/2025	Present
Lpl Financial Llc	Wilmington	NC	05/2025	Present

02/2006 → 03/2021

H. Beck, Inc.

Rockville, MD
04/2021 → Present

Grove Point Advisors, Llc

Rockville, MD
04/2021 → Present

Grove Point Investments, Llc

Rockville, MD
05/2025 → Present

Lpl Financial Llc

Wilmington, NC
05/2025 → Present

Lpl Financial Llc

Wilmington, NC

Previous Registrations

2021-04-01 → 2025-05-01

Grove Point Advisors, Llc

Rockville, MD

Rockville, MD

Wilmington, NC
2006-02-01 → 2021-04-01

Grove Point Investments, Llc

Rockville, MD

Rockville, MD

Wilmington, NC
2003-01-31 → 2006-02-02

Lpl Financial Llc

Silver Spring, MD
1999-07-29 → 2003-02-26

Osaic Fa, Inc.

Silver Spring, MD

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1997-02-10
S63	Uniform Securities Agent State Law Examination	1997-01-22

S65 Uniform Investment Adviser Law Examination

1997-02-10
S63 Uniform Securities Agent State Law Examination

1997-01-22

Other Names

Joe Oliver

View on SEC IAPD

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