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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-22 |
| NC | RA | APPROVED | 2025-05-01 |
Branch Locations
113 N Center St Ste 300, Statesville, NC 28677 • 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 |
|---|---|---|---|---|
| Grove Point Investments, Llc | Rockville | MD | 09/2003 | Present |
| Grove Point Advisors, Llc | Rockville | MD | 04/2021 | Present |
| Lpl Financial Llc | Statesville | NC | 05/2025 | Present |
1. 05/2025- Capital Management Group of the Carolinas- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 01/01/1991- 160 Hours Per Month- 160 Hours During Trading 2. 05/2025- Economic Development Partnership of NC- Non-Profit Board/Committee Member-Not INV Related- At Raleigh, NC- Start date 10/01/2020- 12 Hours Per Month- 1 Hour During Trading 3. 05/2025- Capital Management Group of the Carolinas, Inc.- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 08/01/2016- 5 Hours Per Month- 5 Hours During Trading 4. 05/2025- WAME Radio- Radio/ TV/ Podcast- INV Related- At Statesville, NC- Start date 01/01/2016- 2 Hours Per Month 5. 05/2025- Virginia Foxx for Congress- Politics/ Government- Not INV Related- At Clemmons, NC- Start date 01/01/2016- 6 Hours Per Month 6. 05/2025- Committee to Elect William Morgan- Politics/ Government- INV Related- At Statesville, NC- - Start date 01/01/2016- 12 Hours Per Month 7. 05/2025- Mount Mitchell Community Fund- Non-Profit Board Member- Not INV Related- At Burnsville, NC- Start date 10/31/2024- 4 Hours Per Month- 1 Hour During Trading 8.. 05/2025- Greater Statesville Chamber of Commerce- Non-Profit Board Member- INV Related- At Statesville, NC- Start date 01/01/2023-3 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 1988-03-10 |
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