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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grove Point Investments, Llc | Rockville | MD | 07/2010 | 05/2025 |
| Grove Point Advisors, Llc | Rockville | MD | 04/2021 | 05/2025 |
| Lpl Financial Llc | Frederick | MD | 05/2025 | Present |
1- 05/2025 - Wise Retirement Solutions - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 12/26/2012 - 160 hours per month/ 140 hours during trading 2- 05/2025 - Beth A Linton, Notary Public - Notary - Investment Related - At Reported Business Location(s) - Start Date 04/01/2010 - 2 hours per month/ 2 hours during trading 3- 05/2025 - Legacy Financial Associates - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 12/26/2012 - 160 hours per month/ 140 hours during trading 4- 05/2025 - Wise Retirement Solutions DBA Legacy Financial Associates - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 06/02/2014 - 2 hours per month/ 2 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-12 |
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