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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
7910 Woodmont Av Ste 910, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gordon & Associates | Bethesda | MD | 10/1987 | 05/2025 |
| H. Beck, Inc. | Rockville | MD | 01/1994 | 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 | Bethesda | MD | 05/2025 | Present |
1- 05/2025- Gordon & Associates - Tax Prep/Accounting/CPA - Investment Related - At Reported Business Location(s) - Start Date 07/01/1988 - 180 hours per month/ during trading 2- 05/2025- Daniel L. Gordon CPA,CFP,CEBS - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 06/15/1991 - 3 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 1987-10-07 |
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