Billy Wayne Shank

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Educational seminars
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers

Lpl Financial Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2025-06-07
MD	RA	APPROVED	2025-05-01

TX RA
APPROVED_RES

Since 2025-06-07
MD RA
APPROVED

Since 2025-05-01

Branch Locations

Cascade, MD • United States

Disclosures

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.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Grove Point Investments, Llc	Rockville	MD	06/2006	05/2025
Bre Financial Solutions, Inc. Long-Term Care Insurance	Palmyra	PA	05/2011	08/2021
Grove Point Advisors, Llc	Rockville	MD	04/2021	05/2025
Covered Bridges Financial Strategies, Llc	Cascade	MD	08/2021	Present
Lpl Financial Llc	Cascade	MD	05/2025	Present

06/2006 → 05/2025

Grove Point Investments, Llc

Rockville, MD
05/2011 → 08/2021

Bre Financial Solutions, Inc. Long-Term Care Insurance

Palmyra, PA
04/2021 → 05/2025

Grove Point Advisors, Llc

Rockville, MD
08/2021 → Present

Covered Bridges Financial Strategies, Llc

Cascade, MD
05/2025 → Present

Lpl Financial Llc

Cascade, MD

Previous Registrations

2021-04-01 → 2025-05-01

Grove Point Advisors, Llc

Rockville, MD

Rockville, MD

Cascade, MD
2006-06-12 → 2021-04-01

Grove Point Investments, Llc

Rockville, MD

Palmyra, PA

Rockville, MD

Rockville, MD

Cascade, MD

Other Businesses

1 - 05/2025 - Covered Bridges Financial Strategies, LLC - Non-Variable Insurance - Inv Related - 3 Hours/Month - 3 Hours During Trading - Cascade, MD - OBA Start Date: 08/14/2021. 2 - 05/2025 - Covered Bridges Financial Strategies, LLC - DBA for LPL Business (entity for LPL business) - Inv Related - 180 Hours/Month - 170 Hours During Trading - At reported business location(s).

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2004-10-15

S66 Uniform Combined State Law Examination

2004-10-15

Other Names

Billy W Shank
Billy Wayne Shank Jr
Billy Wayne Shank

View on SEC IAPD