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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-10-30 |
| FL | RA | APPROVED | 2025-05-06 |
| MN | RA | APPROVED | 2025-05-01 |
| TX | RA | APPROVED | 2025-05-01 |
Branch Locations
Bonita Springs, FL • United States
10400 Viking Dr Ste 530, Eden Prairie, MN 55344 • United States
Grantsburg, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| H. Beck, Inc. | Rockville | MD | 06/2010 | 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 | Bonita Springs | FL | 05/2025 | Present |
1. 05/01/2025 - DSSTT, LLC - Investment Related - Business Entity For Tax/Investment Purposes Only - Naples, FL - Start Date 02/07/2015 - 4 hours per month/ 0 hours during trading 2- 05/01/2025 - Strategic Financial Concepts - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date 01/01/2004 - 10 hours per month/ 8 hours during trading 3- 05/01/2025 - Steven Opdahl - Investment Related - Non-Variable Insurance - Agent - At Reported Business Location(s) - Start Date 01/01/2004 - 10 hours per month/ 8 hours during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-12-05 |
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