Best Investors Account Sign in
Claim This Profile
Current Employers
Lpl Financial Llc

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

Current Registrations

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

Branch Locations

Washington, DC • United States

1455 Pennsylvania Avenue Nw Suite 400, Washington, DC 20004 • 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
Massachusetts Mutual Life Insurance Comp Springfield MA 07/1991 05/2025
Grove Point Investments, Llc Rockville MD 07/2008 05/2025
Grove Point Advisors, Llc Rockville MD 04/2021 05/2025
Lpl Financial Llc Washington DC 05/2025 Present
  • 07/1991 → 05/2025
    Massachusetts Mutual Life Insurance Comp
    Springfield, MA
  • 07/2008 → 05/2025
    Grove Point Investments, Llc
    Rockville, MD
  • 04/2021 → 05/2025
    Grove Point Advisors, Llc
    Rockville, MD
  • 05/2025 → Present
    Washington, DC
Previous Registrations
  • 2021-04-01 → 2025-05-01
    Grove Point Advisors, Llc
    Rockville, MD
    Washington, DC
    Washington, DC
    Rockville, MD
  • 2008-09-23 → 2021-04-01
    Grove Point Investments, Llc
    Rockville, MD
    Washington, DC
    Rockville, MD
    Washington, DC
  • 1999-12-15 → 2008-07-24
    Fairfax, VA
    Fairfax, VA
Other Businesses

1. 05/2025- Rusciolelli Financial- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 07/28/1991- 2 Hours Per Month- 2 Hours During Trading 2. 05/2025- Community Foundation of Northern Virginia- Non-profit volunteer (not on board) - Volunteer- Not INV Related- At Reported Business Location(s)- Start date 06/01/2013- 2 Hours Per Month 3. 05/2025- Rusciolelli Financial- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 07/31/2008- 160 Hours Per Month- 160 Hours During Trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-03
S63 Uniform Securities Agent State Law Examination 1992-08-18
  • S65 Uniform Investment Adviser Law Examination
    1999-12-03
  • S63 Uniform Securities Agent State Law Examination
    1992-08-18
Designations

View on SEC IAPD

More in Washington, DC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor