Larry E. Leese

Current Employers

Employment History

• 12/1989 → Present
  Larry Leese & Associates,P.A.
  Ocean City, MD
• 09/2008 → 05/2025
  Grove Point Investments, Llc
  Rockville, MD
• 04/2021 → 05/2025
  Grove Point Advisors, Llc
  Rockville, MD
• 05/2025 → Present
  Lpl Financial Llc
  Ocean City, MD

Previous Registrations

• 2021-04-01 → 2025-05-01
  Grove Point Advisors, Llc
  Rockville, MD
  Rockville, MD
  Pocomoke City, MD
• 2008-09-02 → 2021-04-01
  Grove Point Investments, Llc
  North Bethesda, MD
  Pocomoke City, MD
  Pocomoke City, MD
  Rockville, MD
  Ocean City, MD
• 2005-11-04 → 2007-09-27
  Equity Services, Inc.
  Ocean City, MD
  Pocomoke City, MD

Other Businesses

1. 05/2025 - Larry Leese & Associates, P.A.- Tax Prep/Accounting/CPA- INV Related- At POCOMOKE CITY, MD- Start date 11/11/1996- 130 Hours Per Month- 1 Hour During Trading 2. 05/2025 - Three Cheers, LLC- Real Estate Rental- INV Related- At Marion Station, Md- Start date 06/03/2003- 1 Hour Per Month- 1 Hour During Trading 3. 05/2025 - Old Dominion Financial Services Inc.- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 09/01/2008- 4 Hours Per Month- 4 Hours During Trading 4. 11/12/2025-Chas. E Lynch Testamentary Residuary Trust-Act in a Fiduciary Capacity-Inv related-At Pocomoke City, MD-Start date 08/10/1984-1hrs/mth-0hrs/mth during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-10-18
• S63 Uniform Securities Agent State Law Examination
  2005-09-21

Other Names

• Larry Leese