Laura Searles Stohlman

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2011 → 07/2020
  Securities Service Network, Llc
  Gaithersburg, MD
• 10/2011 → 07/2020
  Ssn Advisory, Inc.
  Knoxville, TN
• 07/2020 → 03/2021
  H. Beck, Inc.
  Rockville, MD
• 07/1994 → Present
  Medallion Financial Group
  Gaithersburg, MD
• 09/2007 → Present
  Terra Firma Ventures, Llc
  Gaithersburg, MD
• 02/2013 → 01/2021
  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
  Lpl Financial Llc
  Gaithersburg, MD

Previous Registrations

• 2021-04-01 → 2025-05-01
  Grove Point Advisors, Llc
  Rockville, MD
  Rockville, MD
  Gaithersburg, MD
• 2020-07-24 → 2021-04-01
  Grove Point Investments, Llc
  Rockville, MD
  Gaithersburg, MD
• 2011-10-18 → 2020-07-24
  Ssn Advisory, Inc.
  Gaithersburg, MD
• 1999-12-02 → 2011-10-25
  National Planning Corporation
  Gaithersburg, MD
  Gaithersburg, MD

Other Businesses

1. 05/2025-Medallion Financial Strategies- Business Entity For Tax/Investment Purposes Only- INV Related- At Reported Business Location(s)- Start date 10/19/1987 2. 05/2025- Mark Sain Family Trust UAD- Act in a Fiduciary Capacity- INV Related- At Reported Business Location(s)- Start date 01/08/2005- 1 Hour Per Month- 1 Hour During Trading 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- 160 Hours Per Month- 160 Hours During Trading 4. 05/2025- Terra Firma Ventures, LLC- Real Estate Rental- INV Related- At Reported Business Location(s)- Start date 09/15/2007- 4 Hours Per Month- 1 Hour During Trading 5. 05/2025- Legal Shield Identity Shield- Other- Not INV Related- At Gaithersburg, MD- Start date 02/02/2009- 1 Hour Per Month- 1 Hour During Trading 6. 05/2025- National & MD State Society Daughters of the American Revolution- Non-profit volunteer (not on board)- Not INV Related- At Washington. DC- Start date 12/01/2009- 2 Hours Per Month 7. 05/2025- Laura S Stohlman- Author- INV Related- Home based- Start date 04/01/2017- 2 Hours Per Month 8. 05/2025- Safe Money Concepts, LLC- Non-Variable Insurance/Insurance Agency- INV Related- At Reported Business Location(s)- Start date 06/06/2011- 10 Hours Per Month- 10 Hours During Trading

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-06-12

Designations

• Certified Financial Planner

Other Names

• Laura L Searles Stohlman
• Laura L Searles Jr Stohlman
• Laura Louise Searles Stohlman