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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-05-01 |
| TX | RA | APPROVED_RES | 2025-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Various Insurance Carriers For W & R Insurance Agencies | Pittsburgh | PA | 11/2004 | Present |
| The Capital Grill | Pittsburgh | PA | 08/2007 | Present |
| H. Beck, Inc. | Rockville | MD | 01/2008 | Present |
| Grove Point Advisors, Llc | Rockville | MD | 04/2021 | 05/2025 |
| Lpl Financial Llc | Mcmurray | PA | 05/2025 | Present |
1- 05/2025 - 3C Meyers LLC- Business Entity For Tax/Investment Purposes Only - Investment Related - Home Based - Start Date 02/01/2024 - 4 hours per month/ during trading 2- 05/2025 - Matthew Meyers - Notary - Investment Related - At Reported Business Location(s) - Start Date 11/01/2022 - 1 hour per month/ during trading 3- 05/2025 - Matthew Meyers - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 10/03/2005 - 4 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 2004-11-16 |
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