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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-05-28 |
| MD | RA | APPROVED | 2025-05-05 |
| TX | RA | APPROVED_RES | 2025-05-05 |
| DE | RA | APPROVED | 2025-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 10/2011 | 10/2020 |
| H. Beck, Inc. | Rockville | MD | 10/2020 | 03/2021 |
| Grove Point Advisors, Llc | Rockville | MD | 04/2021 | 05/2025 |
| Grove Point Investments, Llc | Rockville | MD | 04/2021 | 05/2025 |
| Max Everett Enterprises | Ocean City | MD | 05/2021 | 05/2025 |
| Lpl Financial Llc | Ocean City | MD | 05/2025 | Present |
1. 05/2025- Old Dominion Investment Corp- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 10/30/2020- 160 Hours Per Month- 160 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-23 |
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