William Hoover

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	2025-05-05
VA	RA	APPROVED	2025-05-01

TX RA
APPROVED_RES

Since 2025-06-07
MD RA
APPROVED

Since 2025-05-05
VA RA
APPROVED

Since 2025-05-01

Branch Locations

Cascade, MD • 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

Organization	City	State	From	To
Foliofn Investments, Inc.	Mclean	VA	04/2015	03/2018
H. Beck, Inc	Rockville	MD	04/2018	03/2021
Grove Point Advisors, Llc	Rockville	MD	04/2021	05/2025
Grove Point Investments, Llc	Rockville	MD	04/2021	05/2025
Covered Bridges Financial Strategies, Llc	Cascade	MD	09/2021	05/2025
Lpl Financial Llc	Cascade	MD	05/2025	Present

04/2015 → 03/2018

Foliofn Investments, Inc.

Mclean, VA
04/2018 → 03/2021

H. Beck, Inc

Rockville, MD
04/2021 → 05/2025

Grove Point Advisors, Llc

Rockville, MD
04/2021 → 05/2025

Grove Point Investments, Llc

Rockville, MD
09/2021 → 05/2025

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

Rockville, MD

Burke, VA

Cascade, MD
2018-06-07 → 2021-04-01

Grove Point Investments, Llc

Rockville, MD

Rockville, MD

Rockville, MD

Burke, VA

Cascade, MD

Cascade, MD
2011-03-29 → 2015-03-12

Ameriprise Financial Services, Llc

Vienna, VA

Columbus, OH

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: 09/07/2021. 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	2012-07-21

S66 Uniform Combined State Law Examination

2012-07-21

Other Names

William Robert Hoover

View on SEC IAPD