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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-04-30 |
Branch Locations
10411 Motor City Dr Ste 500, Bethesda, MD 20817 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| H. Beck, Inc. | Rockville | MD | 04/2012 | 03/2021 |
| Settlage Associates | Potomac | MD | 01/1991 | Present |
| Grove Point Advisors, Llc | Rockville | MD | 04/2021 | 05/2025 |
| Grove Point Investments, Llc | Rockville | MD | 04/2021 | 05/2025 |
| Lpl Financial Llc | Bethesda | MD | 05/2025 | Present |
1. 05/01/2025-Settlage & Associates, Inc.-DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 04/19/2012- 160 Hours Per Month- 160 Hours During Trading 2. 05/01/2025-Settlage & Associates, Inc.- Tax Prep/Accounting/CPA- INV Related- At Reported Business Location(s)- Start date 12/06/1996- 40 Hours Per Month- 15 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 1987-05-08 |
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