Steven Russell Bragg

Current Employers

Employment History

• 06/2007 → 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
• 05/2025 → Present
  Lpl Financial Llc
  Warrington, PA

Previous Registrations

• 2021-04-01 → 2025-05-01
  Grove Point Advisors, Llc
  Warrington, PA
  Rockville, MD
  Rockville, MD
• 2007-07-02 → 2021-04-01
  Grove Point Investments, Llc
  Rockville, MD
  Fairview Village, PA
  Warrington, PA

Other Businesses

1 - 05/2025 - Steven R Bragg - Non-Variable Insurance - Not Inv Related - 25 Hours/Month - 5 Hours During Trading - Warrington, PA - OBA Start Date: 04/09/2001. 2 - 05/2025 - Huebscher Consulting - Outside/W-2 Employment - Not Inv Related - 25 Hours/Month - 8 Hours During Trading - New York, NY - OBA Start Date: 09/03/2013. 3 - 05/2025 - Distinctive Financial Services - DBA for LPL Business (entity for LPL business) - Inv Related - 80 Hours/Month - 60 Hours During Trading - At reported business location(s). 4 - 05/2025 - Leo Mortgage Inc - Mortgage/Real Estate Services - Inv Related - 2 Hours/Month - 1 Hour During Trading - Ambler, PA - OBA Start Date: 06/14/2016.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-01-30
• S63 Uniform Securities Agent State Law Examination
  2000-05-11

Other Names

• Steven R Bragg
• S. Russell Bragg