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Jerry Allen Carson

LPl Financial LLC

Greenville, NC

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-05-01
  • NC RA
    APPROVED
    Since 2025-05-01

Branch Locations

204 E Arlington Blvd Ste D-2, Greenville, NC 27858 • 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
H. Beck, Inc. Rockville MD 03/2010 03/2021
Grove Point Advisors, Llc Rockville MD 04/2021 Present
Grove Point Investments, Llc Rockville MD 04/2021 Present
Lpl Financial Llc Greenville NC 05/2025 Present
Lpl Financial Llc Greenville NC 05/2025 Present
  • 03/2010 → 03/2021
    H. Beck, Inc.
    Rockville, MD
  • 04/2021 → Present
    Grove Point Advisors, Llc
    Rockville, MD
  • 04/2021 → Present
    Grove Point Investments, Llc
    Rockville, MD
  • 05/2025 → Present
    Lpl Financial Llc
    Greenville, NC
  • 05/2025 → Present
    Lpl Financial Llc
    Greenville, NC
Previous Registrations
  • 2021-04-01 → 2025-05-01
    Grove Point Advisors, Llc
    Greenville, NC
    Rockville, MD
    Rockville, MD
  • 2010-03-23 → 2021-04-01
    Grove Point Investments, Llc
    Rockville, MD
    Rockville, MD
    Greenville, NC
  • 2002-01-04 → 2010-03-22
    Lpl Financial Llc
    Greenville, NC
    New Bern, NC
    New Bern, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-03-28
  • S66 Uniform Combined State Law Examination
    2000-03-28

View on SEC IAPD

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