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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-18 |
| PA | RA | APPROVED | 2018-03-23 |
Branch Locations
350 S Sporting Hill Rd, Mechanicsburg, PA 17050-3061 • United States
Naples, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nationwide Ins. Co. | Columbus | OH | 05/1995 | 03/2018 |
| Nationwide Securities, Llc | Newport | PA | 08/2008 | 03/2018 |
| Lpl Financial Llc | Mechanicsburg | PA | 03/2018 | Present |
1)3/23/18- Private Loan- Non-Inv. Related- Mechanicsburg, PA- 0% 2)3/23/18- ARG HOLDINGS, LLC- Real Estate Rental- Owner- Non-Inv. Related- Mechanicsburg, PA - 1% 3) 2/1/2021 - Grove Wealth Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 12/29/2020 - 5 Hours Per Month/0 Hours During Securities Trading. 4) 09/20/2022 - Liberty Grove Insurance Services LLC DBA Grove Financial & Associates - Investment Related - At Reported Business Location(s) - Insurance Agency - CEO - Start Date - 05/02/2022 - 160 Hours Per Month/140 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-06 |
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