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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 |
|---|---|---|---|---|
| Medallion Financial Group | Gaithersburg | MD | 08/2019 | Present |
| Student | Gaithersburg | MD | 08/2009 | 05/2019 |
| Ssn Advisory, Inc. | Knoxville | TN | 02/2020 | 07/2020 |
| Securities Service Network, Llc | Knoxville | TN | 07/2019 | 07/2020 |
| Grove Point Investments, Llc | Rockville | MD | 07/2020 | 05/2025 |
| Grove Point Advisors, Llc | Rockville | MD | 04/2021 | 05/2025 |
| Lpl Financial Llc | Gaithersburg | MD | 05/2025 | Present |
1 - 05/2025 - Safe Money Concepts - Non-Variable Insurance - Inv Related - 15 Hours/Month - 5 Hours During Trading - Gaithersburg, MD - OBA Start Date: 07/01/2020. 2 - 05/2025 - Medallion Financial Group - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 160 Hours During Trading - At reported business location(s). 3 - 05/29/2026 - Frederick House Rental - Real Estate Rental - Investment Related - Frederick, MD - Start Date 05/22/2026 - 1 hour per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-04 |
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