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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 | Rockville | MD | 10/2007 | 05/2025 |
| Artisan Movers | Rockville | MD | 01/2017 | Present |
| Grove Point Advisors, Llc | Rockville | MD | 04/2021 | 05/2025 |
| Lpl Financial Llc | Rockville | MD | 05/2025 | Present |
1- 05/2025 - Planning Needs Financial Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 09/13/2010 - 80 hours per month/ during trading 2- 05/2025 - D & S Investments, LLC - Real Estate Rental - Investment Related - Rockville, MD - Start Date 11/01/2015 - 4 hours per month/ 0 hours during trading 3- 05/2025 - Artisan Movers, Inc. - Business Owner - Officer - Investment Related - At Reported Business Location(s) - Start Date 01/04/2017 - 10 hours per month/ during trading 4- 05/2025 - Corporate Benefit Services Inc - Non-Variable Insurance - President - Investment Related - At Reported Business Location(s) - Start Date 03/20/2001 - 20 hours per month/ during trading 5- 05/2025 - Lewandowski Family, LLC - Real Estate Rental - Manager - Investment Related - Rockville, MD - Start Date 10/01/1998 - 4 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-25 |
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