David Chadwick Voorhees

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2024-06-12
TX	RA	APPROVED_RES	2024-06-10

MD RA
APPROVED

Since 2024-06-12
TX RA
APPROVED_RES

Since 2024-06-10

Branch Locations

Bethesda, MD • United States

Disclosures

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.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
H. Beck, Inc.	Rockville	MD	11/2014	03/2021
Mintwood Place Restaurant	Washington Dc	DC	04/2015	02/2023
Grove Point Advisors, Llc	Rockville	MD	04/2021	06/2024
Grove Point Investments, Llc	Rockville	MD	04/2021	06/2024
Lpl Financial Llc	Bethesda	MD	06/2024	Present

11/2014 → 03/2021

H. Beck, Inc.

Rockville, MD
04/2015 → 02/2023

Mintwood Place Restaurant

Washington Dc, DC
04/2021 → 06/2024

Grove Point Advisors, Llc

Rockville, MD
04/2021 → 06/2024

Grove Point Investments, Llc

Rockville, MD
06/2024 → Present

Lpl Financial Llc

Bethesda, MD

Previous Registrations

2021-04-01 → 2024-06-11

Grove Point Advisors, Llc

Rockville, MD

Rockville, MD

Rockville, MD
2014-11-13 → 2021-04-01

Grove Point Investments, Llc

Rockville, MD
2011-08-11 → 2014-11-12

Ameriprise Financial Services, Llc

Bethesda, MD

Other Businesses

1) 06/04/2024 - Frontier Financial Group - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 8 Hours per month. 2) 06/04/2024 - Waterford Wealth Management - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 154 Hours per month. 3) 06/04/2024 - Fixed Insurance - David Voorhees - Non-Variable Insurance - Selling: Brighthouse, Equitable, Jackson, Pacific Life, Securian, Sammons, BSMG - MD 20816 - Investment related - 6 Hours per month - Start date: 06/01/2024.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2011-08-09

S66 Uniform Combined State Law Examination

2011-08-09

View on SEC IAPD