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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-05-01
MD RA APPROVED 2025-05-01
  • GA RA
    APPROVED
    Since 2025-05-01
  • MD RA
    APPROVED
    Since 2025-05-01

Branch Locations

13 E Deer Park Dr, Gaithersburg, MD 20877 • United States

507 Ocean Blvd. Suite 101, St. Simons Island, GA 31522 • United States

3650 Community Rd Suite 101, Brunswick, GA 31520 • 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
Medallion Financial Group Gaithersburg MD 04/1986 Present
Ssn Advisory, Inc. Knoxville TN 10/2018 07/2020
Securities Service Network, Llc Knoxville TN 07/2018 07/2020
H. Beck, Inc. Rockville MD 07/2020 03/2021
Bill Tilghman And The Outlaws, Llc Gaithersburg MD 12/2018 Present
Terra Firma Ventures, Llc Gaithersburg MD 09/2007 Present
Federal Navigators, Llc. Gaithersburg MD 02/2013 12/2020
Safe Money Concepts, Llc Gaithersburg MD 06/2011 Present
Grove Point Advisors, Llc Rockville MD 04/2021 05/2025
Grove Point Investments, Llc Rockville MD 04/2021 05/2025
Lpl Financial Llc Gaithersburg MD 05/2025 Present
  • 04/1986 → Present
    Medallion Financial Group
    Gaithersburg, MD
  • 10/2018 → 07/2020
    Ssn Advisory, Inc.
    Knoxville, TN
  • 07/2018 → 07/2020
    Securities Service Network, Llc
    Knoxville, TN
  • 07/2020 → 03/2021
    H. Beck, Inc.
    Rockville, MD
  • 12/2018 → Present
    Bill Tilghman And The Outlaws, Llc
    Gaithersburg, MD
  • 09/2007 → Present
    Terra Firma Ventures, Llc
    Gaithersburg, MD
  • 02/2013 → 12/2020
    Federal Navigators, Llc.
    Gaithersburg, MD
  • 06/2011 → Present
    Safe Money Concepts, Llc
    Gaithersburg, MD
  • 04/2021 → 05/2025
    Grove Point Advisors, Llc
    Rockville, MD
  • 04/2021 → 05/2025
    Grove Point Investments, Llc
    Rockville, MD
  • 05/2025 → Present
    Gaithersburg, MD
Previous Registrations
  • 2021-04-01 → 2025-05-01
    Grove Point Advisors, Llc
    Rockville, MD
    Gaitherburg, MD
    St. Simon's Island, GA
    Rockville, MD
  • 2020-07-24 → 2021-04-01
    Grove Point Investments, Llc
    Rockville, MD
    St. Simons Island, GA
    Gaithersburg, MD
  • 2011-10-18 → 2020-07-24
    Ssn Advisory, Inc.
    Gaithersburg, MD
    St Simon Island, GA
  • 1999-04-13 → 2011-10-25
    National Planning Corporation
    Gaithersburg, MD
    Gaithersburg, MD
Other Businesses

1. 05/2025- Was Once a Hero / The Marshal- Author- Not INV Related- Home Based- Start date 01/01/2021- 10 Hours Per Month 2. 05/2025- 0ne eyed horse llc- Artist/ Musician- Not INV Related- At Finksburg, MD- Start date 01/01/2014- 1 Hour Per Month 3. 05/2025- Medallion Financial Group- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 10/19/1987- 120 Hours Per Month- 120 Hours During Trading 4. 05/2025-Bill Tilghman and the Outlaws LLC- Author- Not INV Related- At Finksburg, MD- Start date 12/20/2024- 1 Hour Per Month 5. 05/2025- Terra Firma LLC- Real Estate Rental- INV Related- At Reported Business Location(s)- Start date 09/15/2007- 5 Hours Per Month- 5 Hours During Trading 6. 05/2025-Thomas Searles- Author- INV Related- Home Based- Start date 01/01/1992- 3 Hours Per Month 7. 05/2025-Thomas Searles- Real Estate Rental- INV Related- Home Based- Start date 07/01/1992- 1 Hour Per Month 8. 05/2025- Medallion Financial Strategies- Business Entity For Tax/Investment Purposes Only- INV Related- At Reported Business Location(s)- Start date 10/19/1987 9. 05/2025- Safe Money Concepts- Non-Variable Insurance/Insurance Agency- INV Related- At Reported Business Location(s)- Start date 06/06/2011- 10 Hours Per Month

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1992-12-04
  • S63 Uniform Securities Agent State Law Examination
    1992-12-04
Designations
Other Names
  • Thomas Daniel (Ii) Searles
  • Dan Searles
  • Thomas Daniel Searles

View on SEC IAPD

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