Thomas Raymond Mclaughlin

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

• 06/2014 → 05/2025
  Grove Point Investments, Llc
  Bethesda, MD
• 09/2014 → 05/2025
  Trmsolution, Ltd.
  Radnor, PA
• 03/2019 → 05/2025
  Rwmmsm, Llc
  Radnor, PA
• 04/2021 → 05/2025
  Grove Point Advisors, Llc
  Rockville, MD
• 05/2025 → Present
  Lpl Financial Llc
  Radnor, PA

Previous Registrations

• 2021-04-01 → 2025-05-01
  Grove Point Advisors, Llc
  Radnor, PA
  Rockville, MD
  Rockville, MD
• 2014-08-21 → 2021-04-01
  Grove Point Investments, Llc
  Rockville, MD
  Radnor, PA
  Rockville, MD

Other Businesses

1- 05/2025 - TRMSOLUTION, LTD - DBA for LPL Business (entity for LPL business)- Investment Related - At Reported Business Location(s) - Start Date 05/09/2014- 200 hours per month/0 hours during trading 2- 05/2025 - TRMPROJECT, LLC - Referral Income - Investment Related - At Reported Business Location(s) - Start Date 11/21/2021- 10 hours per month/0 hours during trading 3- 05/2025 - TRMPROJECT, LLC - Business Owner - Investment Related - At Reported Business Location(s) - Start Date 11/21/2021- 10 hours per month/0 hours during trading 4- 05/2025 - RWMMSM, LLC - Real Estate Rental - Investment Related - Home Based - Start Date 02/07/2019- 10 hours per month/0 hours during trading 5- 12/05/2025 - Total Retirement Management Solution, LTD - DBA for LPL Business (entity for LPL business)- Investment Related - At Reported Business Location(s) - Start Date 05/09/2014- 200 hours per month/0 hours during trading

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-09-20

Other Names

• Tom Mclaughlin