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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert L. Kunde - Self-Employed Consultant | Seattle | WA | 06/1994 | 05/2025 |
| Robert L. Kunde, Self-Employed Consultant | Seattle | WA | 06/1994 | 05/2025 |
| Sage Financial Strategies, Llc. | Seattle | WA | 06/1994 | 05/2025 |
| Centaurs Financial Inc. | Anaheim | CA | 03/2016 | 12/2018 |
| Woodbury Financial Services Inc | Seattle | WA | 12/2018 | 02/2023 |
| Grove Point Investments Llc | Rockville | MD | 02/2023 | 05/2025 |
| Grove Point Advisors Llc | Rockville | MD | 02/2023 | 05/2025 |
| Lpl Financial Llc | Seattle | WA | 05/2025 | Present |
1- 05/2025 - RL Kunde - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 08/01/1994- 40 hours per month/ during trading 2- 05/2025 - Sanctuary CRC - Outside/W-2 Employment - Bookkeeper - Investment Related - At Reported Business Location(s) - Start Date 03/01/2022- 15 hours per month/ 0 hours during trading 3- 05/2025 - Sage Financial Strategies, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 03/06/2007- 170 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 1995-01-13 |
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