Mary Teresa Tacka

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

• 12/1986 → Present
  Self Employed
  Ellicott City, MD
• 02/2012 → 03/2021
  H. Beck, Inc.
  Rockville, MD
• 03/1997 → 05/2025
  F.S. & H.G
  Ellicott City, MD
• 04/2021 → 05/2025
  Grove Point Advisors, Llc
  Rockville, MD
• 04/2021 → Present
  Grove Point Investments, Llc
  Rockville, MD
• 05/2025 → Present
  Lpl Financial Llc
  Ellicott City, MD

Previous Registrations

• 2021-04-01 → 2025-05-01
  Grove Point Advisors, Llc
  Rockville, MD
  Rockville, MD
  Ellicott City, MD
• 2012-02-21 → 2021-04-01
  Grove Point Investments, Llc
  Ellicott City, MD
  North Bethesda, MD
• 2012-01-03 → 2012-02-07
  Osaic Fa, Inc.
  Vienna, VA
• 2007-11-30 → 2011-12-31
  Grove Point Investments, Llc
  Ellicott City, MD
  Rockville, MD
• 1998-04-28 → 2007-12-03
  Medallion Advisory Services, Llc
  Ellicott City, MD

Other Businesses

1. 05/2025- Tacka Insurance- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 07/01/1985- 5 Hours Per Month 2. 05/2025- Tacka Financial- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 03/26/1997- 4 Hours Per Month- 4 Hours During Trading 3. 05/2025- FS & HG, Inc DBA Tacka Financial- Business Entity For Tax/Investment Purposes Only- INV Related- At Reported Business Location(s)- 4 Hours Per Month

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-04-10
• S65 Uniform Investment Adviser Law Examination
  1998-04-08

Other Names

• Terri Tacka
• Mary Tacka Dilley