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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-03-23 |
Branch Locations
350 S Sporting Hill Rd, Mechanicsburg, PA 17050-3061 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grove Financial & Associates, Inc | Mechanicsburg | PA | 01/2009 | 03/2018 |
| Nationwide Securities, Llc | Dublin | OH | 01/2010 | 03/2018 |
| Lpl Financial Llc | Mechanicsburg | PA | 03/2018 | Present |
1) 03/23/2018 - Trispagonas Insurance, LLC - Business Entity For Tax/Investment Purposes Only - non-inv rel - at reported business location(s) - start: 05/2017 2) 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 3) 07/12/2023 - APT Holdings LLC - Investment Related - At Reported Business Location(s) - Real Estate Rental - Start Date 07/01/2023 - 2 Hours Per Month/ 0 Hours During Trading 4) 10/31/2024 - Liberty Grove Insurance Services LLC DBA Grove Financial & Associates - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 10/30/204 - 30 Hours per Month/ 3 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 2010-05-03 |
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