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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-01 |
| WA | RA | APPROVED | 2025-05-01 |
Branch Locations
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Plano | TX | 12/2014 | 05/2022 |
| Grove Point Investment, Llc | Rockville | MD | 05/2022 | 05/2025 |
| Grove Point Advisors, Llc | Rockville | MD | 05/2022 | 05/2025 |
| Lpl Financial Llc | Spokane | WA | 05/2025 | Present |
1- 05/2025 - Jeremy and Allie King Investments, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Home Based - Start Date 05/06/2022 - 5 hours per month/ during trading 2- 05/2025 - Mountain Sky Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/06/2022 - 160 hours per month/ during trading 3- 10/21/2025 - 05/2025 - Mountain Sky Wealth Management - Insurance - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 05/06/2022 - 5 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-06 |
| S66 | Uniform Combined State Law Examination | 2008-02-05 |
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