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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grove Point Investments, Llc | Rockville | MD | 11/2010 | 05/2025 |
| West Mifflin Area School District | West Mifflin | PA | 08/2010 | 08/2018 |
| Grove Point Advisors, Llc | Rockville | MD | 04/2021 | 05/2025 |
| Lpl Financial Llc | Pittsburgh | PA | 05/2025 | Present |
1- 05/2025 - The Musuneggi Financial Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/01/2025 - 160 hours per month/ 130 hours during trading 2- 05/2025 - Joseph Markiewicz (Insurance Sales) - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 05/01/2025 - 25 hours per month/ 15 hours during trading 3- 05/2025 - STEEL VALLEY SCHOOL DISTRICT - Coach/ Sports/ Fitness - Assistant Football Coach - Not Investment Related - Munhall, PA - Start Date 08/12/2024 - 30 hours per month/ 5 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-26 |
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