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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-05-01 |
Branch Locations
505 Independence Parkway Suite 102, Chesapeake, VA 23320 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grove Point Investments, Llc | Rockville | MD | 03/2023 | 05/2025 |
| Sterling Financial Group | Chesapeake | VA | 06/2018 | Present |
| Full-Time Education | Chesapeake | VA | 01/2014 | 06/2018 |
| Grove Point Advisors, Llc | Rockville | MD | 01/2025 | 05/2025 |
| Lpl Financial Llc | Chesapeake | VA | 05/2025 | Present |
1- 06/10/2026 - Sterling Financial Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/12/2026 - 160 hours per month/ 130 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-19 |
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