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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-05-01 |
| TX | RA | APPROVED_RES | 2025-05-01 |
Branch Locations
4213 38Th St Ste 100, Columbus, NE 68601 • United States
4715 S 80Th St Ste A, Omaha, NE 68127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cruise Capital Holdings | Columbus | NE | 01/1991 | Present |
| H. Beck, Inc. | Rockville | MD | 08/2011 | 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 | Columbus | NE | 05/2025 | Present |
1 - 05/2025 - Growth Properties, LLC - Real Estate Rental - Inv Related - 5 Hours/Month - 5 Hours During Trading - Columbus, NE - OBA Start Date: 08/01/2003. 2 - 05/2025 - CAviation, LLC - Business Entity For Tax/Investment Purposes Only - Not Inv Related - 10 Hours/Month - Columbus, NE - OBA Start Date: 10/26/2016. 3 - 05/2025 - Employer Benefit Solutions, LLC - DBA for LPL Business (entity for LPL business) - Inv Related - 10 Hours/Month - 10 Hours During Trading - At reported business location(s). 4 - 05/2025 - Cruise & Associates, Inc. - Tax Prep/Accounting/CPA - Inv Related - 150 Hours/Month - 150 Hours During Trading - Columbus, NE - OBA Start Date: 01/01/1991. 5 - 05/2025 - MDT, LLC - Tax Prep/Accounting/CPA - Inv Related - 2 Hours/Month - 2 Hours During Trading - Norfolk, NE - OBA Start Date: 07/01/2022. 6 - 05/2025 - Cruise Management Services, Inc. - Business Entity For Tax/Investment Purposes Only - Not Inv Related - 10 Hours/Month - Columbus, NE - OBA Start Date: 12/01/1995. 7 - 05/2025 - C&A Financial, LLC - DBA for LPL Business (entity for LPL business) - Inv Related - 50 Hours/Month - 50 Hours During Trading - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 1992-08-17 |
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