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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-05-01 |
| PA | RA | APPROVED | 2025-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rodney Kirkner | Southampton | PA | 11/1997 | 05/2025 |
| Lincoln Financial Advisors Corporation | Southampton | PA | 05/2013 | 09/2017 |
| Grove Point Investments, Llc | Rockville | MD | 10/2017 | 05/2025 |
| Grove Point Advisors Llc | Rockville | MD | 11/2023 | 05/2025 |
| Lpl Financial Llc | Marion | NC | 05/2025 | Present |
1- 05/2025 - Insurance sales - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 03/19/2025 - 40 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-11-22 |
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