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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Timonium | MD | 03/2013 | 01/2018 |
| Nylife Securities, Llc | Timonium | MD | 04/2013 | 01/2018 |
| H. Beck, Inc. | Rockville | MD | 01/2018 | 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 | Bel Air | MD | 05/2025 | Present |
1- 05/2025 - Wheeler Financial - DBA for LPL Business (entity for LPL business)- Investment Related - At Reported Business Location(s) - Start Date 05/01/2025 - 160 hours per month/ 120 hours during trading 2- 05/2025 - Wheeler Financial - Non-Variable Insurance- Investment Related - At Reported Business Location(s) - Start Date 01/02/2018 - 25 hours per month/ 25 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-03 |
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