Mark Philip Skibbie

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → 05/2025
  Grove Point Investments, Llc
  Rockville, MD
• 04/2021 → 05/2025
  Grove Point Advisors, Llc
  Rockville, MD
• 05/2025 → Present
  Lpl Financial Llc
  Bethesda, MD

Previous Registrations

• 2021-04-01 → 2025-05-01
  Grove Point Advisors, Llc
  Rockville, MD
  Rockville, MD
  Bethesda, MD
• 2016-01-07 → 2021-04-01
  Grove Point Investments, Llc
  Rockville, MD
  Rockville, MD
  Bethesda, MD
• 2012-08-08 → 2016-02-05
  Lpl Financial Llc
  Bethesda, MD
  Rockville, MD
  Bethesda, MD
  Gaithersburg, MD
• 2012-01-04 → 2012-08-03
  Research Financial Strategies
  Rockville, MD
• 2011-04-08 → 2011-12-21
  Wells Fargo Advisors Financial Network, Llc
  Gaithersburg, MD
• 2006-03-14 → 2011-04-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  North Bethesda, MD
• 2003-03-03 → 2006-01-05
  Cuso Financial Services, L.P.
  Alexandria, VA

Other Businesses

1. 05/2025 - Skibbie Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 03/15/2010 - 160 hours per month/ 150 hours during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-02-27
• S63 Uniform Securities Agent State Law Examination
  1991-10-25