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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-05-01 |
Branch Locations
9724 Kingston Pike Ste 305C, Knoxville, TN 37922 • United States
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 |
|---|---|---|---|---|
| Grove Point Investments, Llc | Rockville | MD | 04/2009 | 05/2025 |
| Cornerstone Wealth Advisors | Knoxville | TN | 06/2009 | Present |
| Grove Point Advisors, Llc | Rockville | MD | 04/2021 | 05/2025 |
| Lpl Financial Llc | Knoxville | TN | 05/2025 | Present |
1 - 05/2025 - Cornerstone Wealth Advisors - 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 - Christian Academy of Knoxville - Coach/ Sports/ Fitness - Not Inv Related - 35 Hours/Month - 0 Hour During Trading - Knoxville, TN - OBA Start Date: 03/17/2025. 2 - 08/15/2025 - Daytona Beach Christian - Coach/ Sports/ Fitness - Softball Coach - Not Investment Related - Daytona Beach, FL - Start Date 08/01/2025 - 60 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-27 |
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