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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-28 |
| PA | RA | APPROVED | 2025-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiffany Volpe - Accounting & Tax Preparation | Allentown | PA | 01/2001 | Present |
| H. Beck, Inc. | Rockville | MD | 09/2009 | 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 | Orefield | PA | 05/2025 | Present |
1. 05/2025-DKFT REAL ESTATE CO 2, LLC- Real Estate Rental- INV Related- At EMMAUS PA- Start date 08/10/2012- 4 Hours Per Month- 4 Hours During Trading 2. 05/2025-DKFT REAL ESTATE CO, LLC- Real Estate Rental- INV Related- At ALLENTOWN, PA- Start date 05/01/2011- 4 Hours Per Month- 4 Hours During Trading 3. 05/2025-C&C Asset Management LLC- Tax Prep/Accounting/CPA- INV Related- At Reported Business Location(s)- Start date 01/01/2001- 10 Hours Per Month- 10 Hours During Trading 4. 05/2025- 423GREEN STREET LLC- Real Estate Rental- INV Related- At EMMAUS PA- Start date 01/01/2017- 4 Hours Per Month- 4 Hours During Trading 5. 05/2025- C&C Asset Management LLC- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 01/01/2022- 150 Hours Per Month- 150 Hours During Trading 6. 05/2025- CLIFFORD CARDINE- Loanee/ Borrower- INV Related- At Reported Business Location(s)- Start date 02/01/2022 7. 05/2025- TIFFANY VOLPE-INSURANCE- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 12/30/2005- 2 Hours Per Month- 2 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-04-05 |
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