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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 |
Branch Locations
70 Industrial Park Dr Ste 1C Suite 1C, Waldorf, MD 20602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| H. Beck, Inc. | Bryans Road | MD | 01/1996 | 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 | Waldorf | MD | 05/2025 | Present |
1. 05/01/2025- Bryans Road Soccer Assoc- Non-Profit Board Member- Not INV Related- Home Based- Start date 04/16/2025 2. 05/01/2025- Robert J Brewer CPA- Tax Prep/Accounting/CPA- INV Related- At Reported Business Location(s)- Start date 04/16/2025- 250 Hours Per Month- 160 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-12-15 |
| S65 | Uniform Investment Adviser Law Examination | 1994-08-25 |
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