Terry Dee Anderson

Current Employers

Employment History

• 05/2001 → 05/2025
  Grove Point Investments, Llc
  Rockville, MD
• 11/2011 → Present
  Laguna Financial Advisory
  Laguna Hills, CA
• 05/2025 → Present
  Lpl Financial Llc
  Laguna Hills, CA

Previous Registrations

• 2003-01-23 → 2012-07-25
  Grove Point Investments, Llc
  Rockville, MD
  Laguna Hills, CA

Other Businesses

1- 05/2025 - Laguna Financial Advisory - Registered Investment Advisor DBA - IAR- Investment Related - At Reported Business Location(s) - Start Date 01/01/2011 - 50 hours per month/ 40 hours during trading - I provide investment advisory services through Laguna Financial Advisory, an independent investment advisor firm. I started this business activity in 01/2011. I expect to spend approximately 50 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 2- 05/2025 - Laguna Financial Advisors - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 01/01/2011 - 2 hours per month/ 2 hours during trading 3- 05/2025 - Terry D Anderson - FINRA Arbitrator - Investment Related - Lake Forest, CA - Start Date 07/01/1998 - 0 hours per month/ during trading

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-07-17

Designations