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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-05-01 |
Branch Locations
9724 Kingston Pike Ste 305C, Knoxville, TN 37922 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Planning Service | Knoxville | TN | 11/1983 | Present |
| Connecticut Mutual Life Insurance Co. | Knoxville | TN | 02/1984 | 05/2025 |
| Landoak Securities, Llc | Knoxville | TN | 01/1998 | 05/2025 |
| H. Beck, Inc. | Rockville | MD | 09/2009 | 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 | Knoxville | TN | 05/2025 | Present |
1- 05/2025 - Financial Planning Service - Non-Variable Insurance - Broker - Investment Related - At Reported Business Location(s) - Start Date 01/03/1983 - 30 hours per month/ during trading 2- 05/2025 - Cornerstone Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/02/2004 - 120 hours per month/ 30 hours during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-10-17 |
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