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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-05-01 |
Branch Locations
7389 Route 29 Ste 103, Falls Church, VA 22042 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grove Point Investments, Llc | Rockville | MD | 01/2002 | 05/2025 |
| D.L. Mead & Associates, Inc. | Springfield | VA | 11/1990 | 05/2025 |
| Onedigital Health And Benefits | Reston | VA | 07/2017 | 07/2024 |
| The Paschal Lamb, Llc | Fairfax | VA | 01/2021 | 05/2025 |
| Grove Point Advisors, Llc | Rockville | MD | 04/2021 | 05/2025 |
| Joan & Joe Coffee | Charles Town | WV | 03/2021 | 05/2025 |
| Lpl Financial Llc | Falls Church | VA | 05/2025 | Present |
1- 05/2025 - Robert and Laura Mead - Real Estate Rental - Investment Related - Home Based - Start Date 12/01/2020- 2 hours per month/ during trading 2- 05/2025 - Veritas Properties, LLC - Real Estate Rental - Investment Related - Home Based - Start Date 04/15/2021- 5 hours per month/ during trading 3- 05/2025 - Joan+Joe Coffee, LLC - Business Owner - Investment Related - Charles Town, WV - Start Date 04/01/2021 - 40 hours per month/ 30 hours during trading 4- 05/2025 - Jones Mead & Associates - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2016 - 40 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-01 |
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