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209 E Main St., Thurmont, MD 21788 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-24 |
| MD | RA | APPROVED | 2024-11-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Huntington National Bank | Beaver | PA | 10/2014 | 05/2018 |
| The Huntington Investment Company | Columbus | OH | 07/2016 | 05/2018 |
| Vinores Financial Services | Thurmont | MD | 05/2018 | Present |
| Nationwide Securities, Llc | Frederick | MD | 06/2018 | 12/2019 |
| Grove Point Investments, Llc | Rockville | MD | 01/2020 | 05/2025 |
| Grove Point Advisors, Llc | Rockville | MD | 04/2021 | 05/2025 |
| Catoctin Ridge Wealth Partners | Thurmont | MD | 11/2024 | Present |
| Lpl Financial Llc | Thurmont | MD | 05/2025 | Present |
1. 05/01/2025-Catoctin Ridge Wealth Partner LLC- Registered Investment Advisor Hybrid- INV Related- At Reported Business Location(s)- Start date 11/01/2024- 160 Hours Per Month- 160 Hours During Trading- I provide investment advisory services through Catoctin Ridge Wealth Partner LLC, an independent investment advisor firm. I started this business activity in 11/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 2. 05/01/2025- Peak Benefits Group- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 05/21/2018- 5 Hours Per Month- 5 Hours During Trading 3. 05/01/2025- Vinores Financial Services- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 11/01/2024- 160 Hours Per Month- 160 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-17 |
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