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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-05-01 |
| TX | RA | APPROVED_RES | 2025-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-11-21 |
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