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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-05-01 |
Branch Locations
2145 W Sherman Blvd, Norton Shores, MI 49441 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| H.BEck, Inc. | Rockville | MD | 11/2009 | 03/2021 |
| Grove Point Investments, Llc | Rockville | MD | 04/2021 | 05/2025 |
| Davis Financial, Llc | Norton Shores | MI | 08/2021 | Present |
| Lpl Financial Llc | Norton Shores | MI | 05/2025 | Present |
1. 05/01/2025 - RLDavis Financial, LLC - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date 05/05/2025 - 10 Hrs/Mth - 10 Hrs During Trading. 2. 05/01/2025 - RLDavis Financial, LLC - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date 05/05/2025 - 150 Hrs/Mth - 150 Hrs During Trading. 3. 05/18/2026 - Argo Wealth Partners - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/01/2026 - 150 hours per month/ 140 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 2003-04-25 |
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