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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-05-01 |
Branch Locations
3206 Tower Oaks Blvd 4Th Floor, Rockville, MD 20852 • 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 | Rockville | MD | 05/1987 | 05/2025 |
| Grove Point Advisors, Llc | Rockville | MD | 04/2021 | 05/2025 |
| Lpl Financial Llc | Rockville | MD | 05/2025 | Present |
1- 05/2025 - Strategic Financial Alternatives - Notary - Investment Related - At Reported Business Location(s) - Start Date 09/25/2013 - 1 hour per month/ during trading 2- 05/2025 - Strategic Financial Alternatives - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 03/06/1987 - 160 hours per month/ during trading 3- 05/2025 - Out Of The Cave Technology - Outside/W-2 Employment - Not Investment Related - At Reported Business Location(s) - Start Date 04/01/2023 - 20 Hours per month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 1988-03-29 |
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