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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Baker Financial Group | York | PA | 05/2019 | 05/2025 |
| Beam Roofing | York | PA | 07/2018 | 07/2018 |
| Door Dash | York | PA | 07/2020 | 11/2020 |
| Delval | Doylestown | PA | 08/2016 | 05/2018 |
| Home Goods | York | PA | 11/2014 | 04/2020 |
| H. Beck, Inc. | Rockville | MD | 06/2019 | 03/2021 |
| Grove Point Advisors, Llc | Rockville | MD | 04/2021 | 05/2025 |
| Grove Point Investments, Llc | Rockville | MD | 04/2021 | 05/2025 |
| Lpl Financial Llc | Dover | PA | 05/2025 | Present |
1- 05/2025 - Zane Akin - Notary - Not Investment Related - At Reported Business Location(s) - Start Date 09/01/2020 - 1 hour per month/ during trading 2- 05/2025 - Akin Insurance - Non-Variable Insurance - Rep - Investment Related - At Reported Business Location(s) - Start Date 03/01/2021 - 20 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-15 |
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