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William David Gullborg

LPl Financial LLC

Mcmurray, PA

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-05-01
TX RA APPROVED_RES 2025-05-01
  • PA RA
    APPROVED
    Since 2025-05-01
  • TX RA
    APPROVED_RES
    Since 2025-05-01

Branch Locations

3908 Washington Rd, Mcmurray, PA 15317 • 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
William H. Gullborg Ins. Mcmurray PA 01/1978 Present
H. Beck, Inc. Rockville MD 10/2004 03/2021
Grove Point Advisors, Llc Rockville MD 04/2021 05/2025
Grove Point Investments, Llc Rockville MD 04/2021 05/2025
Lpl Financial Llc Mcmurray PA 05/2025 Present
  • 01/1978 → Present
    William H. Gullborg Ins.
    Mcmurray, PA
  • 10/2004 → 03/2021
    H. Beck, Inc.
    Rockville, MD
  • 04/2021 → 05/2025
    Grove Point Advisors, Llc
    Rockville, MD
  • 04/2021 → 05/2025
    Grove Point Investments, Llc
    Rockville, MD
  • 05/2025 → Present
    Mcmurray, PA
Previous Registrations
  • 2021-04-01 → 2025-05-01
    Grove Point Advisors, Llc
    Rockville, MD
    Mcmurray, PA
    Rockville, MD
  • 2004-10-01 → 2021-04-01
    Grove Point Investments, Llc
    Rockville, MD
    Mcmurray, PA
    Mcmurray, PA
  • 2003-12-18 → 2004-10-04
    Mcmurray, PA
  • 2000-09-05 → 2003-12-01
    Veravest Investment Advisors, Inc.
    Pittsburgh, PA
Other Businesses

1. 05/01/2025-Greater Beneficial Union-Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 01/01/2020- 10 Hours Per Month- 10 Hours During Trading 2. 05/01/2025-National Slovak Society- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 01/03/2000- 10 Hours Per Month- 10 Hours During Trading 3. 05/01/2025- National Insurance Markets- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 01/02/1995- 10 Hours Per Month- 10 Hours During Trading 4. 05/01/2025- DONOHUE MACHIA INSURANCE BROKERS- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 01/02/2023- 2 Hours Per Month- 1 Hour During Trading 5. 05/01/2025- Wealth Management Resources- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 01/01/2000- 100 Hours Per Month- 100 Hours During Trading

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1986-11-21
  • S63 Uniform Securities Agent State Law Examination
    1986-11-21
Other Names
  • William D Gullborg

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