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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-05-29
MD RA APPROVED 2025-05-01
  • TX RA
    APPROVED
    Since 2026-05-29
  • MD RA
    APPROVED
    Since 2025-05-01

Branch Locations

7315 Holabird Ave., Baltimore, MD 21222 • United States

302 Ritchie Highway, Severna Park, MD 21146 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 04/2005 → Present
    Grove Point Investments, Llc
    Rockville, MD
  • 04/2021 → 05/2025
    Grove Point Advisors, Llc
    Rockville, MD
  • 05/2025 → Present
    Baltimore, MD
Previous Registrations
  • 2021-04-01 → 2025-05-01
    Grove Point Advisors, Llc
    Rockville, MD
    Severna Park, MD
    Baltimore, MD
    Rockville, MD
  • 2006-09-21 → 2021-04-01
    Grove Point Investments, Llc
    Rockville, MD
    Annapolis, MD
    Silver Spring, MD
    Silver Spring, MD
    Crofton, MD
    Severna Park, MD
    Baltimore, MD
Other Businesses

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

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2003-06-06
  • S63 Uniform Securities Agent State Law Examination
    2003-06-06
Designations

View on SEC IAPD

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