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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-05-01 |
| TX | RA | APPROVED_RES | 2025-05-01 |
Branch Locations
7925 Stone Creek Dr Ste 110, Chanhassen, MN 55317 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| H. Beck, Inc. | Rockville | MD | 06/2008 | 03/2021 |
| Wealth Guidance, Inc. | Chanhassen | MN | 03/2008 | Present |
| Flannery Holdings, Llc | Chanhassen | MN | 06/2012 | Present |
| Grove Point Advisors, Llc | Rockville | MD | 04/2021 | 05/2025 |
| Grove Point Investments, Llc | Rockville | MD | 04/2021 | 05/2025 |
| Lpl Financial Llc | Chanhassen | MN | 05/2025 | Present |
1. 05/2025-Flannery Holdings, LLC- INV Related- At Reported Business Location(s)- Start date 02/27/2012- 5 Hours Per Month- 2 Hours During Trading 2. 05/2025- Wealth Guidance, Inc.- INV Related- At Reported Business Location(s)- Start date 04/14/2014- 160 Hours Per Month- 160 Hours During Trading 3. 03/19/2026 - Pacific Life Insurance Company - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 03/19/2026 - 1 hour per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-07-24 |
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