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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-05-01 |
Branch Locations
1517 Reisterstown Rd 2Nd Fl, Baltimore, MD 21208 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 11/2005 | 11/2022 |
| Grove Point Investments Llc | Rockville | MD | 11/2022 | 05/2025 |
| Grove Point Advisors Llc | Rockville | MD | 11/2022 | 05/2025 |
| Lpl Financial Llc | Baltimore | MD | 05/2025 | Present |
1- 05/01/2025 - Forward Financial - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 11/16/2022- 200 hours per month/ during trading. 2- 07/22/2025 - Forward Financial - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 10/12/2022- 25 hours per month/ during trading 3) 10/01/2025 - Sphere Real Estate Management LLC - Investment Related - Real Estate Rental - Start Date:09/03/2025 - 25 Hrs/Mth - 10 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-02-16 |
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