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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-06 |
| MD | RA | APPROVED | 2025-05-01 |
| VA | RA | APPROVED | 2025-05-01 |
Branch Locations
459 Herndon Pkwy Ste 6, Herndon, VA 20170 • United States
9927 Stephen Decatur Hwy Ste 19, Ocean City, MD 21842 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grove Point Investments, Llc | Rockville | MD | 07/2023 | 05/2025 |
| Old Dominion Investment Corp. | Herndon | VA | 07/2023 | 05/2025 |
| Appian Corporation | Mclean | VA | 08/2017 | 07/2023 |
| University Of Maryland, College Park | College Park | MD | 08/2013 | 05/2017 |
| Grove Point Advisors, Llc | Rockville | MD | 11/2023 | 05/2025 |
| Lpl Financial Llc | Ocean City | MD | 05/2025 | Present |
1.05/01/2025 - Old Dominion Investment Corp - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date 08/01/2024 - 160 Hrs/Mth - 160 Hrs During Trading. 2. 05/01/2025 - Christopher Dear LLC - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date;08/01/2024 - 4 Hrs/Mth - 4 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-18 |
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