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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Calton & Associates, Inc. | Reno | NV | 11/2013 | 11/2016 |
| Grove Point Investments, Llc | Rockville | MD | 11/2016 | 05/2025 |
| Grove Point Advisors, Llc | Rockville | MD | 04/2021 | 05/2025 |
| Lpl Financial Llc | Reno | NV | 05/2025 | Present |
1) 05/2025 - LYNN LE GOY - Investment Related - Notary - At Reported Business Location(s) - Start Date:05/18/2007 - 1 Hrs/Mth - 0 Hrs During Trading 2) 05/2025 - Evergreen Investment Strategies - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date 05/15/2025 - 160 Hrs/Mth - 120 Hrs During Trading 3) 05/2025 - Evergreen Investment Strategies - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date 03/10/2017 - 2 Hrs/Mth - 0 Hrs During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-27 |
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