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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-01 |
Branch Locations
100 N Barranca St Ste 960 Suite 960, West Covina, CA 91791 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Diversified Securities, Inc. | Long Beach | CA | 01/2005 | 12/2023 |
| Grove Point Investments, Llc | Rockville | MD | 02/2007 | Present |
| Grove Point Advisors, Llc | Rockville | MD | 04/2021 | Present |
| Lpl Financial Llc | West Covina | CA | 05/2025 | Present |
1- 05/2025 - DSI Financial Group- Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 01/05/2015 - 10 hours per month/ 5 hours during trading 2- 05/2025 - DSI Financial Group- DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/01/2021 - 160 hours per month/ 130 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 2005-05-10 |
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