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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grove Point Investments, Llc | Rockville | MD | 11/2003 | 05/2025 |
| Rlmm Enterprises, Llc | Waldorf | MD | 06/2006 | 07/2019 |
| Grove Point Advisors, Llc | Rockville | MD | 04/2021 | 05/2025 |
| Lpl Financial Llc | La Plata | MD | 05/2025 | Present |
1. 05/2025- Lakes Investment Solutions Group, LLC- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 01/01/2023- 125 Hours Per Month- 115 Hours Per Month 2. 05/2025- Lakes Investment Solutions Group- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 05/02/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 1990-12-14 |
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