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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-01 |
Branch Locations
433 Airport Boulevard Suite 500, Burlingame, CA 94010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grove Point Investments Llc | Rockville | MD | 01/2023 | 05/2025 |
| Self Employed | San Francisco | CA | 03/2011 | 04/2018 |
| None | San Francisco | CA | 04/2018 | 01/2023 |
| Grove Point Advisors Llc | Rockville | MD | 05/2023 | 05/2025 |
| Lpl Financial Llc | Burlingame | CA | 05/2025 | Present |
1. 5/2025 - EH Shum Financial Solutions - DBA for LPL Business (entity for LPL business) - INV REL - At Reported Business Location - Start Date 01/18/2023 - 170hrs/MTH
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 2008-05-05 |
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