Joshua Columbus Weldon Groce

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2023 → 12/2024
  Bowie State University
  Bowie, MD
• 09/2019 → 12/2022
  Prince George's Community College
  Largo, MD
• 01/2016 → 09/2019
  Fredrick Douglass Highschool
  Upper Marlboro, MD
• 05/2023 → 04/2025
  The Maryland-National Capital Park And Planning Commission
  Largo, MD
• 04/2025 → Present
  Lpl Financial Llc
  Edgewater, MD

Other Businesses

1 - 04/2025 - Wynn Point Financial LLC - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 40 Hours During Trading - At reported business location(s). 2 - 04/2025 - Born Again Ministries - Outside/W-2 Employment - Not Inv Related - 20 Hours/Month - Capital Height, MD - OBA Start Date: 01/01/2025. 3 - 04/2025 - Wynn Point Financial LLC - Non-Variable Insurance - Inv Related - 160 Hours/Month - 40 Hours During Trading - Edgewater, MD - OBA Start Date: 04/24/2025.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-06-12
• S63 Uniform Securities Agent State Law Examination
  2025-11-19