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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-05-01 |
Branch Locations
7389 Route 29 Ste 103, Falls Church, VA 22042 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| C. Kevin Jones | Arlington | VA | 06/1986 | Present |
| H. Beck, Inc. | Rockville | MD | 01/1995 | 03/2021 |
| Grove Point Advisors, Llc | Rockville | MD | 04/2021 | 05/2025 |
| Grove Point Investments, Llc | Rockville | MD | 04/2021 | 05/2025 |
| Yorktown High School - Arlington County Public Schools | Arlington | VA | 09/2023 | Present |
| Lpl Financial Llc | Falls Church | VA | 05/2025 | Present |
1. 05/2025- Jones, Mead and Associates- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 06/02/1986- 5 Hours Per Month- 5 Hours During Trading 2. 05/2025- Arlington County Public Schools- Coach/ Sports/ Fitness- Not INV Related- At ARLINGTON, VA - Start date 09/14/2023- 15 Hours Per Month- 10 Hours During Trading 3. 05/2025- Jones, Mead and Associates- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 09/14/2023- 15 Hours Per Month- 10 During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 1986-08-11 |
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