Daniel Searles

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2011 → 05/2021
  Student
  Gaithersburg, MD
• 07/2021 → 05/2025
  Grove Point Investments Llc
  Rockville, MD
• 02/2022 → 05/2025
  Grove Point Advisors Llc
  Rockville, MD
• 05/2025 → Present
  Lpl Financial Llc
  Gaithersburg, MD
• 05/2025 → Present
  Lpl Financial Llc
  Gaithersburg, MD

Previous Registrations

• 2022-02-23 → 2025-05-01
  Grove Point Advisors, Llc
  St. Simons Island, GA
  Gaithersburg, MD
  Rockville, MD

Other Businesses

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

Exams

• S66 Uniform Combined State Law Examination
  2022-02-22

Designations

• Certified Financial Planner

Other Names

• Daniel Prentiss Gregory Searles