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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ata Associates, P.C. | Mcmurray | PA | 03/1984 | 05/2025 |
| H. Beck, Inc. | Rockville | MD | 10/2004 | 03/2021 |
| Grove Point Advisors, Llc | Rockville | MD | 04/2021 | 05/2025 |
| Grove Point Investments, Llc | Rockville | MD | 04/2021 | 05/2025 |
| Lpl Financial Llc | Mcmurray | PA | 05/2025 | Present |
1- 05/2025 - ATA Associates PC - Tax Prep/Accounting/CPA - Investment Related - At Reported Business Location(s) - Start Date 09/01/1984- 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-02-01 |
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