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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 |
| TX | RA | APPROVED_RES | 2025-05-01 |
Branch Locations
9711 Washingtonian Blvd Ste 550, Gaithersburg, MD 20878 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Gaithersburg | MD | 05/2004 | 10/2017 |
| H. Beck, Inc | Bethesda | MD | 10/2017 | 03/2021 |
| Grove Point Advisors, Llc | Rockville | MD | 04/2021 | 05/2025 |
| Grove Point Investments, Llc | Rockville | MD | 04/2021 | 05/2025 |
| Lpl Financial Llc | Fort Mill | SC | 05/2025 | Present |
1. 05/2025-Fred Thoms Agency-Property and Casualty- INV Related- Home Based- Start date 02/02/2004- 1 Hour Per Month 2. 12/21/2025 - Fathoms Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/01/2025 - 160 hours per month/ 140 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-03-12 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-17 |
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