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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-01 |
| TX | RA | APPROVED_RES | 2025-05-01 |
Branch Locations
601 N Parkcenter Dr Ste 204, Santa Ana, CA 92705 • 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 |
|---|---|---|---|---|
| Diversified Securities, Inc. | Long Beach | CA | 12/1984 | 12/2023 |
| H. Beck, Inc. | Rockville | MD | 03/2007 | 03/2021 |
| Grove Point Advisors, Llc | Rockville | MD | 04/2021 | 05/2025 |
| Grove Point Investments, Llc | Rockville | MD | 04/2021 | 05/2025 |
| Conway Investment Partners | Tustin | CA | 09/2022 | 05/2025 |
| Lpl Financial Llc | Tustin | CA | 05/2025 | Present |
1- 05/2025 - Kevin Conway - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 01/01/1988 - 10 hours per month/ During trading 2- 05/2025 - Conway Investment Partners - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/02/2025 - 160 hours per month/ During trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-07-20 |
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