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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-05-01 |
Branch Locations
12700 W Bluemound Rd Ste 105, Elm Grove, WI 53122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Piggly Wiggly Midwest | Sheboygan | WI | 04/2010 | 07/2019 |
| Grove Point Investments, Llc | Rockville | MD | 08/2019 | 05/2025 |
| Grove Point Advisors, Llc | Rockville | MD | 04/2021 | 05/2025 |
| Lpl Financial Llc | Elm Grove | WI | 05/2025 | Present |
1 - 05/2025 - Elmbrook Associates, LLC - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 130 Hours During Trading - At reported business location(s). 2-12/19/2025-Sierra Ridge Advisor Group-Financial Advisor-DBA for LPL Business (entity for LPL business)-Inv Related-At reported business location(s)-Start date 11/01/2025-5hrs/mth-5hrs/mth during trading 3-12/19/2025-Sierra Ridge Wealth Management-Financial Advisor-DBA for LPL Business (entity for LPL business)-Inv Related-At reported business location(s)-Start date 11/01/2025-5hrs/mth-5hrs/mth during trading 4- 03/26/2026 - Elmbrook Financial - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 03/23/2026 - 160 hours per month/ 130 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-30 |
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