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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-01 |
| WA | RA | APPROVED | 2025-05-01 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arlington Independent School District | Arlington | TX | 03/2016 | 11/2016 |
| Stitch Fix | Dallas | TX | 02/2015 | 09/2017 |
| Valic Financial Advisors, Inc. | Plano | TX | 07/2016 | 05/2022 |
| Grovepoint Investments, Llc | Rockville | MD | 05/2022 | 05/2025 |
| Grove Point Advisors, Llc | Rockville | MD | 05/2022 | 05/2025 |
| Lpl Financial Llc | Spokane | WA | 05/2025 | Present |
1 - 05/2025 - Mountain Sky Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 160 Hours During Trading - At reported business location(s). 2 - 05/2025 - Jeremy and Allie King Investments, LLC - Business Entity For Tax/Investment Purposes Only - Inv Related - 0 Hour/Month - 0 Hour During Trading - Fort Worth, TX - OBA Start Date: 05/06/2022. 3 - 05/2025 - Mountain Sky Wealth Management - Insurance - Non-Variable Insurance - Inv Related - 10 Hours/Month - 5 Hours During Trading - At Reported Business Location(s) - OBA Start Date: 05/06/2022.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-13 |
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