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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| H.BEck, Inc. | Rocvkille | MD | 11/2009 | 03/2021 |
| Bankerd Financial Services | Tomball | TX | 01/2008 | Present |
| Grove Point Advisors, Llc | Rockville | MD | 04/2021 | 05/2025 |
| Grove Point Investments, Llc | Rockville | MD | 04/2021 | 05/2025 |
| Lpl Financial Llc | Tomball | TX | 05/2025 | Present |
1. 05/2025-Charles Kevin Bankerd- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 11/30/2009- 1 Hour Per Month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 1986-11-06 |
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