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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 | 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
3650 Community Rd Suite 101, Brunswick, GA 31520 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Gaithersburg | MD | 11/2011 | 05/2021 |
| Grove Point Investments Llc | Rockville | MD | 07/2021 | 05/2025 |
| Grove Point Advisors Llc | Rockville | MD | 02/2022 | 05/2025 |
| Lpl Financial Llc | Gaithersburg | MD | 05/2025 | Present |
| Lpl Financial Llc | Gaithersburg | MD | 05/2025 | Present |
1- 05/2025 - Medallion Financial Strategies, LLC - DBA Medallion Financial Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 06/01/2021 - 160 hours per month/ during trading 2- 05/2025 - Safe Money Concepts - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 10/14/2022 - 30 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-22 |
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