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Rodney Kirkner

LPl Financial LLC

Marion, NC

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-05-01
PA RA APPROVED 2025-05-01
  • NC RA
    APPROVED
    Since 2025-05-01
  • PA RA
    APPROVED
    Since 2025-05-01

Branch Locations

Marion, NC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 11/1997 → 05/2025
    Rodney Kirkner
    Southampton, PA
  • 05/2013 → 09/2017
    Lincoln Financial Advisors Corporation
    Southampton, PA
  • 10/2017 → 05/2025
    Grove Point Investments, Llc
    Rockville, MD
  • 11/2023 → 05/2025
    Grove Point Advisors Llc
    Rockville, MD
  • 05/2025 → Present
    Marion, NC
Previous Registrations
  • 2023-11-27 → 2025-05-01
    Grove Point Advisors, Llc
    Rockville, MD
    Marion, NC
  • 2017-10-12 → 2018-11-02
    Grove Point Investments, Llc
    Rockville, MD
    Marion, NC
  • 2013-05-22 → 2017-10-02
    Osaic Fa, Inc.
    Southampton, PA
    West Chester, PA
    Blue Bell, PA
  • 2006-03-06 → 2009-04-17
    Ssn Advisory, Inc.
    Warrington, PA
  • 2002-10-23 → 2006-03-08
    Securities America Advisors, Inc.
    Warrington, PA
Other Businesses

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

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1985-11-22
  • S63 Uniform Securities Agent State Law Examination
    1985-11-22
Other Names
  • Rod Kirkner

View on SEC IAPD

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