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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 |
| TX | RA | APPROVED_RES | 2025-05-01 |
Branch Locations
651 Holiday Dr, Foster Plaza Bldg #5 Suite 400, Pittsburgh, PA 15220 • United States
Pittsburgh, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| H. Beck, Inc. | Rockville | MD | 04/2019 | 03/2021 |
| Bmo Holdings | Pittsburgh | PA | 05/2017 | 01/2024 |
| Beaconfield Financial Services, Inc. | Pittsburgh | PA | 10/2013 | 04/2019 |
| Absolute Capital Management, Llc | Pittsburgh | PA | 08/2002 | 12/2016 |
| Summit Advisors, Llc | Canonsburg | PA | 01/2017 | 04/2019 |
| Grove Point Advisors, Llc | Rockville | MD | 04/2021 | 05/2025 |
| Grove Point Investments, Llc | Rockville | MD | 04/2021 | 05/2025 |
| Lpl Financial Llc | Pittsburgh | PA | 05/2025 | Present |
1. 05/2025 - Sentinel Financial Management- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 05/01/2025- 240 Hours Per Month-160 Hours During Trading 2. 05/2025 - Sentinel Financial Management-DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 04/01/2019- 160 Hours Per Month- 160 Hours During Trading 3. 05/2025 - Brian Osborn - Real Estate Rental- INV Related- At PITTSBURGH, PA- Start date 05/01/2000- 1 Hour Per Month 4. 05/2025 - Brian Osborn- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 05/01/1997- 2 Hours Per Month- 1 Hour During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 1994-11-09 |
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