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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 |
|---|---|---|---|---|
| Grove Point Investments, Llc. | Waldorf | MD | 08/2013 | 05/2025 |
| Grove Point Advisors, Llc | Rockville | MD | 10/2022 | 05/2025 |
| Lpl Financial Llc | La Plata | MD | 05/2025 | Present |
1.02/06/2025; Hurricane Investments, LLC; Real Estate Rental; Investment Related; La Plata,MD; Start Date 05/01/2015; 2hrs/mth; 2hrs during trading 2.02/10/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Lakes Investment Solutions Group, LLC; Investment Related; at Reported Business Location(s); Start Date 01/01/2023; 40hrs/mth; 40hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 2019-05-24 |
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