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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
13601 Whittier Blvd Ste 212, Whittier, CA 90605 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Self Employed | Torrance | CA | 01/1981 | 12/2019 |
| H. Beck, Inc. | Bethesda | MD | 02/2009 | 03/2021 |
| Grove Point Advisors, Llc | Rockville | MD | 04/2021 | Present |
| Grove Point Investments, Llc | Rockville | MD | 04/2021 | Present |
| Lpl Financial Llc | Whittier | CA | 05/2025 | Present |
| Lpl Financial Llc | Whittier | CA | 05/2025 | Present |
I SELL THE VARIOUS INSURANCE; UNITED HEALTHCARE POSITION: President NATURE: Insurance Sales (Investment-Related OBA) INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 12/27/2013 ADDRESS: 13601 Whittier Blvd Ste 212, Whittier CA 90605, United States DESCRIPTION: Monitoring the funds on the monthly basis. SOONHEE CHO POSITION: owner NATURE: Other OBA INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2018 ADDRESS: 39919 Guita Ct., Palmdale CA 93551, United States DESCRIPTION: Renting the property
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-17 |
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