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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-05-01 |
| TX | RA | APPROVED_RES | 2025-05-01 |
Branch Locations
2 International Dr Ste 110, Rye Brook, NY 10573-1063 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Centra Enterprises, Inc. | West Nyack | NY | 05/1987 | 05/2025 |
| H. Beck, Inc. | Greenwich | CT | 01/1995 | 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 | Rye Brook | NY | 05/2025 | Present |
1- 05/2025 - Allocation Resource Group, LLC - Tax Prep/Accounting/CPA - Investment Related - At Reported Business Location(s) - Start Date 02/02/2015 - 0 hours per month/ during trading 2- 05/2025 - Allocation Resource Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2006 - 215 hours per month/ 140 hours during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-12-07 |
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