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Dale Kelly Teal

LPl Financial LLC

Eden Prairie, MN

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-05-01
  • MN RA
    APPROVED
    Since 2025-05-01

Branch Locations

10400 Viking Dr Ste 530, Eden Prairie, MN 55344 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
H. Beck, Inc. Rockville MD 04/2010 03/2021
Grove Point Advisors, Llc Rockville MD 04/2021 05/2025
Grove Point Investments, Llc Rockville MD 04/2021 05/2025
Lpl Financial Llc St. Louis Park MN 05/2025 Present
  • 04/2010 → 03/2021
    H. Beck, Inc.
    Rockville, MD
  • 04/2021 → 05/2025
    Grove Point Advisors, Llc
    Rockville, MD
  • 04/2021 → 05/2025
    Grove Point Investments, Llc
    Rockville, MD
  • 05/2025 → Present
    Lpl Financial Llc
    St. Louis Park, MN
Previous Registrations
  • 2021-04-01 → 2025-05-01
    Grove Point Advisors, Llc
    Rockville, MD
    St. Louis Park, MN
    Rockville, MD
  • 2014-01-15 → 2021-04-01
    Grove Point Investments, Llc
    Rockville, MD
    St. Louis Park, MN
Other Businesses

1. 05/2025- Strategic Financial Concepts- DBA for LPL Business (entity for LPL business)- INV related- At Reported Business Location(s)- Start date 07/19/2002- 160 Hours Per Month- 4 Hours During Trading

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1991-04-24
  • S63 Uniform Securities Agent State Law Examination
    1991-04-24

View on SEC IAPD

Other Firms

STRATEGIC WEALTH GROUP
SPLIT ROCK PARTNERS, LLC
EDWARD JONES
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
USADVISORS WEALTH MANAGEMENT, LLC
TWIG ASSET MANAGEMENT, LLC
THE WEALTH GROUP - AUSTIN B. COLBY & ASSOCIATES

Other Investors

NATHANIEL HVID RUNNING
GEORGE WILLIAM MULWEE
AMANDA SUZANNE BERRY
DANIEL LEE SIGURDSON
CHRISTOPHER JAMES HAMILTON
JOHN WILLIAM LINDBERG
BENJAMIN DANIEL OLLILA
Benjamin John Prchal

Other Offices

STRATEGIC WEALTH GROUP · EDEN PRAIRIE, MN
LPL FINANCIAL LLC · EDEN PRAIRIE, MN
SPLIT ROCK PARTNERS, LLC · EDEN PRAIRIE, MN
EDWARD JONES · EDEN PRAIRIE, MN
OSAIC WEALTH, INC. · EDEN PRAIRIE, MN
STATE FARM INVESTMENT MANAGEMENT CORP. · Eden Prairie, MN
USADVISORS WEALTH MANAGEMENT, LLC · EDEN PRAIRIE, MN
TWIG ASSET MANAGEMENT, LLC · EDEN PRAIRIE, MN

More in Eden Prairie, MN

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