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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-05-01 |
Branch Locations
9927 Stephen Decatur Hwy Ste 19, Ocean City, MD 21842 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-07 |
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