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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-05-01 |
Branch Locations
36600 N Pima Rd Ste #303-7, Carefree, AZ 85377 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Silver Financial Services - Insurance | Carefree | AZ | 06/2009 | 05/2025 |
| H. Beck Inc. | Rockville | MD | 05/2009 | 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 | Carefree | AZ | 05/2025 | Present |
1- 05/2025 - Silver Financial Services - DBA for LPL Business (entity for LPL business)- Investment Related - At Reported Business Location(s) - Start Date 01/30/2025- 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 1983-12-19 |
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