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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-01 |
| TX | RA | APPROVED_RES | 2025-05-01 |
Branch Locations
111 Deerwood Rd Ste 200, San Ramon, CA 94583 • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| H. Beck, Inc. | Rockville | MD | 10/2011 | 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 | San Ramon | CA | 05/2025 | Present |
1.03/13/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Savvy Caregiving for Boomers; Investment Related; at Reported Business Location(s); Start Date 09/24/2020; 40hrs/mth; 2hrs during trading 2.03/13/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Olison & Company College Planning Strategies; Investment Related; at Reported Business Location(s); Start Date 11/26/2019; 30hrs/mth; 2hrs during trading 3.03/13/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Olison & Company - Financial Planning & Wealth Management; Investment Related; at Reported Business Location(s); Start Date 11/11/2011; 30hrs/mth; 15hrs during trading 4.08/27/2026; Olison & Company - Financial Planning & Wealth Man; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 08/26/2026; 10hrs/mth; 2hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-09-01 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-01 |
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