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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-04-29 |
| WA | RA | APPROVED | 2026-04-28 |
| CA | RA | APPROVED | 2026-04-27 |
| CT | RA | APPROVED | 2026-04-27 |
| MD | RA | APPROVED | 2026-04-27 |
| NJ | RA | APPROVED | 2026-04-27 |
| DE | RA | APPROVED | 2026-04-24 |
| PA | RA | APPROVED | 2026-04-23 |
| VA | RA | APPROVED | 2026-04-23 |
Branch Locations
3206 Towers Oaksk Blvd, Ste 400, Rockville, MD 20852 • United States
2600 Tower Oaks Blvd #220, Rockville, MD 20852-4218 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| H. Beck, Inc. | Rockville | MD | 12/1981 | 05/2025 |
| Meyers Hurvitz Abrahams Llc | Rockville | MD | 06/2015 | Present |
| Gem Financial Services | Rockville | MD | 01/2014 | 07/2025 |
| 7310-12 Llc3202 Llcst. | Rockville | MD | 06/1980 | Present |
| Grove Point Advisors, Llc | Rockville | MD | 04/2021 | 05/2025 |
| Lpl Financial Llc | Rockville | MD | 03/2026 | Present |
1341 LLC - investment related, 1341 14th Street NW, Washington DC managing member of LLC of wholly owned real estate for 47 years. 2 hours per month/minimum per day 3202 LLC - investment related 3206 Tower Oaks Blvd, Rockville, MD managing member of LLC of wholly owned real estate for 17 years. 2 hours per month/minimum per day Meyers Hurvitz Abrahams LLC - non investment related practice of law 3206 Tower Oaks Blvd, Rockville, MD attorney at law managing member for 20 years. 175 hours per month/6 hours of trading day Fixed Insurance - life and health fixed insurance 3206 Tower Oaks Blvd, Rockville, MD 48 years. 4 hours per month/minimum per day
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 1986-06-13 |
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