Joseph Baxter Platt

Current Employers

Employment History

• 04/2006 → 04/2021
  H. Beck, Inc.
  Rockville, MD
• 02/2008 → Present
  Platt Financial
  Charlottesville, VA
• 04/2021 → 04/2022
  Grove Point Advisors, Llc
  Rockville, MD
• 04/2021 → 04/2022
  Grove Point Investments, Llc
  Rockville, MD
• 04/2022 → Present
  Lpl Financial, Llc
  Charlottesville, VA

Previous Registrations

• 2021-04-01 → 2022-04-04
  Grove Point Advisors, Llc
  Rockville, MD
  Rockville, MD
  Charlottesville, VA
• 2009-08-31 → 2021-04-01
  Grove Point Investments, Llc
  Rockville, MD
  Charlottesville, VA

Other Businesses

1)03/31/2022 - Platt Financial Group - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 04/2006 2)03/31/2022 - Platt Financial - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 04/2006 3)03/31/2022 - Platt Properties, LLC - LLC -Non- Inv Rel - At Reported Business Location(s) - Start: 12/2006 4)03/31/2022 - Platt, LLC - LLC - Non-Inv Rel - At Reported Business Location(s) - Start: 04/2014 5) 04/21/2022 - Skip Platt Inc - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 04/06/2022 - 0 Hours Per Month/0 Hours During Securities Trading. 6) 04/21/2022 - Platt Financial - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - President and Financial Advisor - Start Date: 04/04/2022 - 100 Hours Per Month/25 Hours During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-02-26
• S63 Uniform Securities Agent State Law Examination
  1984-06-26

Other Names

• Skip Baxter Platt