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Steve Howard Orr

LPl Financial LLC

Victoria, TX

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-05-01
  • TX RA
    APPROVED
    Since 2025-05-01

Branch Locations

1101 Salem Rd Suite E, Victoria, TX 77904-1915 • United States

Disclosures

2 disclosure categories 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.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Diversify Sportfishing Inc Victoria TX 04/1971 05/2025
Financial Strategies Class Victoria TX 01/1994 05/2025
Orr Financial Group Victoria TX 03/1998 05/2025
H. Beck, Inc. Rockville MD 04/2011 04/2021
Steven H. Orr D/B/A Press On Publications Victoria TX 08/2010 05/2025
Grove Point Advisors, Llc Rockville MD 04/2021 05/2025
Grove Point Investments, Llc Rockville MD 04/2021 05/2025
Lpl Financial Llc Victoria TX 05/2025 Present
  • 04/1971 → 05/2025
    Diversify Sportfishing Inc
    Victoria, TX
  • 01/1994 → 05/2025
    Financial Strategies Class
    Victoria, TX
  • 03/1998 → 05/2025
    Orr Financial Group
    Victoria, TX
  • 04/2011 → 04/2021
    H. Beck, Inc.
    Rockville, MD
  • 08/2010 → 05/2025
    Steven H. Orr D/B/A Press On Publications
    Victoria, TX
  • 04/2021 → 05/2025
    Grove Point Advisors, Llc
    Rockville, MD
  • 04/2021 → 05/2025
    Grove Point Investments, Llc
    Rockville, MD
  • 05/2025 → Present
    Victoria, TX
Previous Registrations
  • 2021-04-01 → 2025-05-01
    Grove Point Advisors, Llc
    Rockville, MD
    Murfreesboro, TN
    Victoria, TX
    Rockville, MD
  • 2015-01-26 → 2021-04-01
    Grove Point Investments, Llc
    Rockville, MD
    Houston, TX
    Victoria, TX
    Rockville, MD
    Victoria, TX
    Murfreesboro, TN
  • 2015-01-10 → 2015-10-07
    Orr Financial Group
    Victoria, TX
  • 2003-01-05 → 2013-11-22
    Orr Financial Group
    Houston, TX
    Victoria, TX
Other Businesses

1- 05/2025 - Press On Publications - Business Owner - Owner - Not Investment Related - At Reported Business Location(s) - Start Date 05/05/2025 - 0 hours per month/ During trading 2- 05/2025 - Orr Financial Group - Non-Variable Insurance - Owner - Investment Related - At Reported Business Location(s) -Start Date 05/05/2025 - 5 hours per month/ during trading 3- 05/2025 - Financial Strategies Class - Business Owner - Owner - Investment Related - At Reported Business Location(s) -Start Date 05/05/2025 - 0 hours per month/ during trading 4- 05/2025 - Orr Financial Group - DBA for LPL Business (entity for LPL business) - President - Investment Related - At Reported Business Location(s) -Start Date 05/05/2025 - 240 hours per month/ 160 hours during trading

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1987-06-11
  • S63 Uniform Securities Agent State Law Examination
    1987-06-11
Other Names
  • Steven Howard Orr

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