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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-05-01 |
| TX | RA | APPROVED_RES | 2025-05-01 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aetna Life Insurance Co. | Hartford | CT | 01/1991 | 05/2025 |
| Clif Mcworter & Associates | Countryside | IL | 07/1997 | 05/2025 |
| Chm Financial Services | Palatine | IL | 06/1997 | Present |
| Grove Point Investments, Llc | Rockville | MD | 01/2010 | 05/2025 |
| Grove Point Advisors, Llc | Rockville | MD | 04/2021 | 05/2025 |
| Lpl Financial Llc | Arlington Heights | IL | 05/2025 | Present |
1 - 05/2025 - CHM Financial Services - Non-Variable Insurance - Inv Related - 10 Hours/Month - Arlington Heights, IL - OBA Start Date: 05/15/1988. 2 - 03/10/2026 - Sierra Ridge Advisor Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 03/09/2026 - 5 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-04-17 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-08 |
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