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Alexandra Wathen Greathouse

LPl Financial LLC

La Plata, MD

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-05-01
  • MD RA
    APPROVED
    Since 2025-05-01

Branch Locations

305 Centennial St Ste C, La Plata, MD 20646 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lakes Investment Solutions Group La Plata MD 07/2013 Present
Lakes & Company, Llc. Waldorf MD 02/2008 11/2018
Grove Point Investments Llc Rockville MD 08/2013 05/2025
Lpl Financial Llc La Plata MD 05/2025 Present
  • 07/2013 → Present
    Lakes Investment Solutions Group
    La Plata, MD
  • 02/2008 → 11/2018
    Lakes & Company, Llc.
    Waldorf, MD
  • 08/2013 → 05/2025
    Grove Point Investments Llc
    Rockville, MD
  • 05/2025 → Present
    Lpl Financial Llc
    La Plata, MD
Previous Registrations
  • 2024-09-11 → 2025-05-01
    Grove Point Advisors, Llc
    La Plata, MD
    Rockville, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-09
S63 Uniform Securities Agent State Law Examination 2023-08-19
  • S65 Uniform Investment Adviser Law Examination
    2024-09-09
  • S63 Uniform Securities Agent State Law Examination
    2023-08-19
Other Names
  • Alexandra Lorraine Wathen

View on SEC IAPD

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Liam T Sheehy
JOHN DANIEL SALAN
JESSICA MAE REPASI

Other Offices

MORGAN STANLEY · LA PLATA, MD
CETERA INVESTMENT ADVISERS LLC · La Plata, MD
SOWELL MANAGEMENT · La Plata, MD
AMERIPRISE FINANCIAL SERVICES, LLC · La Plata, MD
STATE FARM INVESTMENT MANAGEMENT CORP. · La Plata, MD
EDWARD JONES · LA PLATA, MD
LPL FINANCIAL LLC · LA PLATA, MD
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LA PLATA, MD

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