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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 | 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 |
|---|---|---|---|---|
| Medallion Financial Group | Gaithersburg | MD | 10/1987 | 05/2025 |
| Grove Point Investments, Llc | Rockville | MD | 07/2020 | 05/2025 |
| Securities Service Network, Llc | Knoxville | TN | 10/2011 | 07/2020 |
| Ssn Advisory, Inc. | Knoxville | TN | 10/2011 | 07/2020 |
| Terra Firma Ventures, Llc | Gaithersburg | MD | 09/2007 | 05/2025 |
| Federal Navigators, Llc. | Gaithersburg | MD | 02/2013 | 07/2021 |
| Safe Money Concepts, Llc | Gaithersburg | MD | 06/2011 | 05/2025 |
| Grove Point Advisors, Llc | Rockville | MD | 04/2021 | 05/2025 |
| Lpl Financial Llc | Gaithersburg | MD | 05/2025 | Present |
1- 05/2025 - John Stohlman Author - Author - Investment Related - Home Based - Start Date 04/01/2017- 2 hours per month/ 0 hours during trading 2- 05/2025 - Terra Firma Ventures, LLC - Real Estate Rental - Investment Related - At Reported Business Location(s) - Start Date 09/15/2007- 5 hours per month/ 0 hours during trading 3- 05/2025 - Safe Money Concepts, LLC - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 06/06/2006- 10 hours per month/ 10 hours during trading 4- 05/2025 - Cedarbrook Community Church - Non-Profit Board Member - Board of Directors- Not Investment Related - Clarksburg, MD - Start Date 06/06/2006- 4 hours per month/ 0 hours during trading 5- 05/2025 - Medallion Financial Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/19/1987 - 160 hours per month/ 160 hours during trading 6- 05/2025 - Medallion Financial Strategies - Business Entity For Tax/Investment Purposes Only - Investment Related - At Reported Business Location(s) - Start Date 10/19/1987 - 0 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-01-10 |
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