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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-01 |
| VA | RA | APPROVED | 2025-05-01 |
Branch Locations
505 Independence Parkway Suite 102, Chesapeake, VA 23320 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Norfolk | VA | 01/2008 | 03/2023 |
| Eagle Strategies Llc | Norfolk | VA | 07/2008 | 03/2023 |
| Sterling Financial Group | Norfolk | VA | 06/2010 | Present |
| Grove Point Investments Llc | Rockville | MD | 03/2023 | 05/2025 |
| Grove Point Advisors Llc | Rockville | MD | 03/2023 | 05/2025 |
| Chesapeake Tax Service | Chesapeake | VA | 01/1990 | Present |
| Lpl Financial Llc | Chesapeake | VA | 05/2025 | Present |
1. 05/01/2025- Chesapeake Tax Service- Tax Prep/Accounting/CPA- INV Related- At Reported Business Location(s)- Start date 01/01/1990- 10 Hours Per Month 2. 05/01/2025- Sterling Financial Group- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 12/01/2008- 160 Hours Per Month- 80 Hours During Trading 3. 05/01/2025- Tom Speight- Real Estate Rental- INV Related- At Portsmouth, VA- Start date 06/01/1992- 1 Hour Per Month 4. 05/01/2025- Tom Speight- Real Estate Rental- INV Related- At Chesapeake, VA- Start date 06/01/2018- 1 Hour Per Month 5. 05/01/2025-Tom Speight- Real Estate Rental- INV Related- At Chesapeake, VA- Start date 06/01/1990- 1 Hour Per Month 6. 05/01/2025- Sterling Financial Group- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 06/01/2003- 2 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 2004-06-18 |
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