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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-05-01 |
Branch Locations
651 Holiday Dr, Foster Plaza Bldg #5 Suite 400, Pittsburgh, PA 15220 • United States
Pittsburgh, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beaconsfield Financial Services Inc | Canonsburg | PA | 01/2017 | 12/2020 |
| Absolute Capital | Pittsburgh | PA | 03/2016 | 12/2016 |
| Inspired Interiors | Richmond | VA | 11/2004 | Present |
| Summit Advisors Llc | Canonsburg | PA | 11/2017 | 12/2020 |
| Metro Referrals Associates | Chantilly | VA | 01/2018 | Present |
| H. Beck, Inc. | Rockville | MD | 12/2020 | 03/2021 |
| Inspired Interiors, Llc | Richmond | VA | 11/2004 | Present |
| Grove Point Advisors, Llc | Rockville | MD | 04/2021 | 05/2025 |
| Grove Point Investments, Llc | Rockville | MD | 04/2021 | 05/2025 |
| Sentinel Financial Management | Pittsburgh | PA | 01/2021 | Present |
| Lpl Financial Llc | Pittsburgh | PA | 05/2025 | Present |
1. 05/2025- Inspired Interiors, LLC- Business Owner- INV Related- At Henrico, VA- Start date 11/01/2004- 4 Hours Per Month 2. 05/2025- SFM Holdings, LLC- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 01/01/2021- 160 Hours Per Month- 160 Hours During Trading 3. 05/2025- Karen Osborn- Real Estate Rental- INV Related- At Henrico, VA- Start date 06/01/2016- 2 Hours Per Month- 1 Hour During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-01-19 |
| S65 | Uniform Investment Adviser Law Examination | 2017-12-16 |
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