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Current Employers
J. Benjamin Financial, Llc

757 Johnnie Dodds Blvd Suite 101, Mount Pleasant, SC 29464 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-12-15
  • SC RA
    APPROVED
    Since 2025-12-15

Branch Locations

757 Johnnie Dodds Blvd Suite 101, Mount Pleasant, SC 29464 • United States

8421 Dorchester Road Studio 109-204, North Charleston, SC 29420 • 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
L. Todd Fisher, Cpa Pc Humble TX 12/2009 Present
Lpl Financial Llc Humble TX 12/2011 09/2017
Symphony Financial, Ltd. Co. Houston TX 02/2016 09/2017
H. Beck, Inc. Bethesda MD 10/2017 03/2021
Grove Point Advisors, Llc Rockville MD 04/2021 06/2022
Grove Point Investments, Llc Rockville MD 04/2021 06/2022
Edge Accountants And Advisors Lc Charleston SC 07/2020 Present
J. Benjamin Financial, Llc Mount Pleasant SC 06/2022 Present
  • 12/2009 → Present
    L. Todd Fisher, Cpa Pc
    Humble, TX
  • 12/2011 → 09/2017
    Humble, TX
  • 02/2016 → 09/2017
    Houston, TX
  • 10/2017 → 03/2021
    H. Beck, Inc.
    Bethesda, MD
  • 04/2021 → 06/2022
    Grove Point Advisors, Llc
    Rockville, MD
  • 04/2021 → 06/2022
    Grove Point Investments, Llc
    Rockville, MD
  • 07/2020 → Present
    Edge Accountants And Advisors Lc
    Charleston, SC
  • 06/2022 → Present
    Mount Pleasant, SC
Previous Registrations
  • 2022-06-03 → 2024-12-31
    North Charleston, SC
    Mount Pleasant, SC
  • 2021-04-01 → 2022-06-03
    Grove Point Advisors, Llc
    Rockville, MD
    Rockville, MD
    North Carleston, SC
  • 2017-10-12 → 2021-04-01
    Grove Point Investments, Llc
    N Charleston, SC
    Houston, TX
  • 2016-09-13 → 2017-09-19
    Kingwood, TX
    Houston, TX
  • 2015-06-01 → 2016-09-08
    Humble, TX
    Houston, TX
    Kingwood, TX
Other Businesses

L. TODD FISHER 402 STEPHANIE DR GOOSE CREEK, SC 29445 POSITION: Owner NATURE: Other OBA INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: 402 Stephanie Dr, Goose Creek SC 29445, United States DESCRIPTION: Collecting rents, making mortgage payments, and interacting with the property manager. EDGE ACCOUNTANTS AND ADVISORS LC POSITION: Member NATURE: Other OBA INVESTMENT RELATED: No NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 140 START DATE: 07/01/2020 ADDRESS: 8421 Dorchester Rd Ste 109-204, N Charleston SC 29420, United States DESCRIPTION: Installation, configuration, conversion, and report design services for client accounting systems.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-05-27
S63 Uniform Securities Agent State Law Examination 2010-09-21
  • S65 Uniform Investment Adviser Law Examination
    2015-05-27
  • S63 Uniform Securities Agent State Law Examination
    2010-09-21
Other Names
  • Todd Fisher

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