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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 |
|---|---|---|---|---|
| H.BEck, Inc. | Rockville | MD | 11/2009 | 03/2021 |
| Grove Point Advisors, Llc | Rockville | MD | 04/2021 | 05/2025 |
| Grove Point Investments, Llc | Rockville | MD | 04/2021 | 05/2025 |
| Lpl Financial Llc | Frederick | MD | 05/2025 | Present |
1- 05/2025 - Wise Retirement Solutions - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 12/26/2012- 160 hours per month/ 140 hours during trading 2- 05/2025 - Wise Retirement Solutions, LLC, dba Legacy Financial Associates - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 11/01/2004 - 5 hours per month/ 5 hours during trading 3- 05/2025 - Legacy Financial Associates - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 12/26/2012 - 160 hours per month/ 140 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-12-22 |
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