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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-05 |
| CA | RA | APPROVED | 2025-05-01 |
Branch Locations
100 N Barranca St Ste 960 Suite 960, West Covina, CA 91791 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Diversified Securities, Incorporated | West Covina | CA | 01/1992 | 12/2023 |
| H. Beck, Inc. | Rockville | MD | 02/2007 | 03/2021 |
| Jon Hubbert, Inc. | Covina | CA | 01/2011 | Present |
| Grove Point Advisors, Llc | Rockville | MD | 04/2021 | 05/2025 |
| Grove Point Investments, Llc | Rockville | MD | 04/2021 | 05/2025 |
| Lpl Financial Llc | West Covina | CA | 05/2025 | Present |
1. 05/2025- DSI Financial Group- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 04/01/2021- 160 Hours Per Month- 130 Hours During Trading 2. 05/2025- Jon W. Hubbert, Inc.- Business Entity For Tax/Investment Purposes Only- INV Related- At Reported Business Location(s)- Start date 01/06/2011- 5 Hours Per Month 3. 05/2025- DSI Financial Group- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 02/01/2007- 5 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-02 |
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