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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
5301 Carlisle Rd, Dover, PA 17315 • United States
17 Old Farm Lane, Shrewsbury, PA 17361 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fsc Securities Corporation | York | PA | 02/2004 | 12/2017 |
| H. Beck, Inc. | Bethesda | MD | 12/2017 | 03/2021 |
| Grove Point Advisors, Llc | Rockville | MD | 04/2021 | 05/2025 |
| Grove Point Investments, Llc | Rockville | MD | 04/2021 | 05/2025 |
| Lpl Financial Llc | Dover | PA | 05/2025 | Present |
1. 05/01/2025- Baker Financial Group- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 12/11/2017- 10 Hours Per Month- 10 Hours During Trading 2. 05/01/2025- James W. Baker- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 12/11/2017- 10 Hours Per Month- 10 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 1996-02-06 |
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