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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
645 Baltimore Annapolis Blvd Ste 218, Severna Park, MD 21146-3934 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kamins & Manning, P.C. | Severna Park | MD | 07/1993 | Present |
| Grove Point Investments, Llc | Rockville | MD | 11/1993 | Present |
| Lighthouse Financial Services | Severna Park | MD | 05/2001 | Present |
| Grove Point Advisors, Llc | Rockville | MD | 04/2021 | 05/2025 |
| Lpl Financial Llc | Severna Park | MD | 05/2025 | Present |
1- 05/2025 - Lighthouse Financial Services, LLC - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 06/01/2001 - 1 hour per month/ during trading 2- 05/2025 - Lighthouse Financial Services, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 06/01/2001 - 20 hours per month/ during trading 3- 05/2025 - Kamins and Manning, P.C. - Tax Prep/Accounting/CPA - Investment Related - At Reported Business Location(s) - Start Date 07/13/1993 - 178 hours per month/ 120 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-03-02 |
| S65 | Uniform Investment Adviser Law Examination | 1999-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 1995-01-13 |
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