Paul Anthony Costadina

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2015 → 05/2025
  Grove Point Investments, Llc.
  Rockville, MD
• 01/2023 → 05/2025
  Grove Point Advisor, Llc
  Rockville, MD
• 02/1999 → Present
  Two River Mortgage & Investment, Inc.
  Boca Raton, FL
• 05/2025 → Present
  Lpl Financial Llc
  Forked River, NJ

Previous Registrations

• 2023-01-10 → 2025-05-01
  Grove Point Advisors, Llc
  Forked River, NJ
  Rockville, MD
  Rockville, MD

Other Businesses

1. 05/2025- Two River Mortgage- Mortgage/Real Estate Services- INV Related- At Boca Raton, FL- Start date 02/01/1999- 40 Hours Per Month- 20 Hours During Trading 2. 05/2025- Costadina Financial- DBA for LPL Business (entity for LPL business)- INV Related- At Boca Raton, FL- Start date 10/01/2016- 120 Hours Per Month- 120 During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-12-21
• S63 Uniform Securities Agent State Law Examination
  1998-04-07