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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2025-09-25 |
| MD | RA | APPROVED | 2025-05-01 |
| TX | RA | APPROVED_RES | 2025-05-01 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grove Point Investments, Llc | Rockville | MD | 05/2009 | 05/2025 |
| Grove Point Advisors, Llc | Rockville | MD | 04/2021 | 05/2025 |
| Lpl Financial Llc | Monkton | MD | 05/2025 | Present |
1- 05/2025 - Star Wealth Group - DBA for LPL Business (entity for LPL business)- Investment Related - At Reported Business Location(s) - Start Date 04/07/2009- 180 hours per month/ during trading 2- 05/2025 - Star Wealth Group - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 04/07/2009- 8 hours per month/ during trading 3- 05/2025 - Real Estate Rental - Owner - Investment Related - Monkton, MD - Start Date 04/07/2009- 8 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-08-27 |
| S65 | Uniform Investment Adviser Law Examination | 1998-03-24 |
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