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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-29 |
| MD | RA | APPROVED | 2025-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grove Point Investments, Llc | Rockville | MD | 04/2005 | Present |
| Grove Point Advisors, Llc | Rockville | MD | 04/2021 | 05/2025 |
| Lpl Financial Llc | Baltimore | MD | 05/2025 | Present |
1. 05/2025- CTL Financial LLC- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s)- Start Date 03/01/2005- 160 Hrs Per Mnth/Trading 2. 05/2025- CTL Toland & Company- Tax Prep/Accounting/CPA- Inv Rel- At Reported Business Location (s)- Start Date 01/01/2019- 40Hrs Per Mnth/ 20 During Trading 3.05/2025- CTL Financial LLC- Non-Variable Insurance/CPA- Inv Rel- Severna Park, MD)- Start Date03/01/2005- 10Hrs Per Mnth/Trading 4. 3.05/2025- Steeltop Holdings LLC- Real Estate Rental- Inv Rel- Severna Park, MD- Start Date 12/04/2023- 5Hrs Per Mnth/Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-06-06 |
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