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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
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 |
|---|---|---|---|---|
| H. Beck, Inc. | Rockville | MD | 09/2006 | 03/2021 |
| H.P Executive Group. L.L.C. | Lutherville | MD | 01/2019 | Present |
| Grove Point Advisors, Llc | Rockville | MD | 04/2021 | 05/2025 |
| Grove Point Investments, Llc | Rockville | MD | 04/2021 | 05/2025 |
| Lpl Financial Llc | Lutherville | MD | 05/2025 | Present |
1- 05/2025 - Grabner Financial - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/01/1997- 30 hours per month/ during trading 2- 05/2025 - halifax boys - Farm - Not Investment Related - Glen Arm, MD - Start Date 12/12/2001- 10 hours per month/ during trading 3- 05/2025 - The H.P Executive Group, LLC -Real Estate Rental - Investment Related - At Reported Business Location(s) - Start Date 01/01/2007- 0 hours per month/ during trading 4- 05/2025 -Grabner Financial -Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 04/01/1997- 10 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 1987-09-29 |
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