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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-05-01 |
| MD | RA | APPROVED | 2025-05-01 |
| TX | RA | APPROVED_RES | 2025-05-01 |
Branch Locations
13 E Deer Park Dr, Gaithersburg, MD 20877 • United States
507 Ocean Blvd. Suite 101, St. Simons Island, GA 31522 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Medallion Financial Group | Gaithersburg | MD | 09/2011 | 05/2025 |
| Securities Service Network, Llc | Knoxville | TN | 03/2012 | 07/2020 |
| Ssn Advisory, Inc. | Knoxville | TN | 06/2013 | 07/2020 |
| H. Beck, Inc. | Rockville | MD | 07/2020 | 03/2021 |
| Federal Navigators, Llc. | Gaithersburg | MD | 02/2013 | 05/2025 |
| Grove Point Advisors, Llc | Rockville | MD | 04/2021 | 05/2025 |
| Grove Point Investments, Llc | Rockville | MD | 04/2021 | 05/2025 |
| Lpl Financial Llc | Gaithersburg | MD | 05/2025 | Present |
1- 05/2025 - Safe Money Concepts - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 04/12/2012 - 10 hours per month/ during trading 2- 05/2025 - Ryan Dunn - Real Estate Rental - Investment Related - Home Based - Start Date 08/09/2022 - 15 hours per month/ 2 hours during trading 3- 05/2025 - Medallion Financial Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 12/19/1987 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 2012-10-22 |
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