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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities Service Network, Llc | Knoxville | TN | 10/2011 | 07/2020 |
| Grove Point Investments, Llc. | Rockville | MD | 07/2020 | 05/2025 |
| Safe Money Concepts Llc | Gaithersburg | MD | 06/2011 | Present |
| Lpl Financial Llc | Gaithersburg | MD | 05/2025 | Present |
1. 05/2025- Safe Money Concepts LLC- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 06/06/2011- 2 Hours Per Month- 2 Hours During Trading 2. 05/2025- Medallion Financial Strategies- Business Entity For Tax/Investment Purposes Only- INV Related- At Reported Business Location(s)- Start date 10/19/1987 3. 05/2025-Medallion Financial Group- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 01/16/2007- 160 Hours Per Month- 160 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-18 |
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