Best Investors Account Sign in

Kristina Frenier Connell

LPl Financial LLC

Ocean City, MD

Claim This Profile
Current Employers
Lpl Financial Llc

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

Current Registrations

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

Branch Locations

9927 Stephen Decatur Hwy Ste 19, Ocean City, MD 21842 • 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
Old Dominion Investment Corp. Ocean City MD 08/2007 Present
Grove Point Advisors, Llc Rockville MD 04/2021 05/2025
Grove Point Investments, Llc Rockville MD 04/2021 05/2025
Lpl Financial Llc Ocean City MD 05/2025 Present
  • 03/2010 → 03/2021
    H. Beck, Inc.
    Rockville, MD
  • 08/2007 → Present
    Old Dominion Investment Corp.
    Ocean City, MD
  • 04/2021 → 05/2025
    Grove Point Advisors, Llc
    Rockville, MD
  • 04/2021 → 05/2025
    Grove Point Investments, Llc
    Rockville, MD
  • 05/2025 → Present
    Ocean City, MD
Previous Registrations
  • 2021-04-01 → 2025-05-01
    Grove Point Advisors, Llc
    Rockville, MD
    Ocean City, MD
    Rockville, MD
  • 2010-03-25 → 2021-04-01
    Grove Point Investments, Llc
    Rockville, MD
    Rockville, MD
    Ocean City, MD
  • 2008-01-09 → 2010-03-29
    Gunnallen Financial, Inc
    Ocean City, MD
Other Businesses

1) 05/01/2025 - HOA of the Coves of Isle of Wight - Not Investment Related - Non-Profit Board Member - OCEAN CITY MD - Start Date: 01/01/2025 - 1 Hrs/Mth - 0 Hrs During Trading. 2) 05/01/2025 - Pura Vida Holdings Palm Coast, LLC - Investment Related - Real Estate Rental - Home Based - Start Date:01/01/2021 - 10 Hrs/Mth - 0 Hrs During Trading. 3) 05/01/2025 - Kristina Connell Financial Services - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date:10/01/2007 - 5 Hrs/Mth - 5 Hrs During Trading. 4) 05/01/2025 - Old Dominion Investment Corp - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:10/15/2007 - 40 Hrs/Mth - 40 Hrs During Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-01-07
  • S66 Uniform Combined State Law Examination
    2008-01-07
Designations
Other Names
  • Kristi Freiner Connell

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Ocean City, MD

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor