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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 |
| TX | RA | APPROVED_RES | 2025-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| H. Beck, Inc. | Rockville | MD | 01/2002 | 03/2021 |
| Buffalo Bills - Temporary Employer | Orchard Park | NY | 10/2019 | Present |
| Grove Point Advisors, Llc | Rockville | MD | 04/2021 | 05/2025 |
| Grove Point Investments, Llc | Rockville | MD | 04/2021 | 05/2025 |
| Lpl Financial Llc | Frederick | MD | 05/2025 | Present |
1. 05/01/2025-Legacy Financial Associates- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 01/01/1999- 160 Hours Per Month- 140 Hours During Trading 2. 05/01/2025- Wise Retirement Solutions- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 12/26/2012-160 Hours Per Month- 140 Hours During Trading 3. 05/01/2025-ML Investments, LLC-Real Estate Rental- Real Estate Rental- INV Related- At Reported Business Location(s)- Start date 01/20/2013- 10 Hours Per Month- 2 Hours During Trading 4. 05/01/2025- Wise Properties, LLC- Real Estate Rental- Real Estate Rental- INV Related- At Reported Business Location(s)- Start date 01/20/2012-10 Hours Per Month- 2 Hours During Trading 5. 05/01/2025- Wise Insurance Solutions, LLC- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 11/15/2009- 8 Hours Per Month- 4 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-31 |
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