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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)25 years in industry

Christopher Lawrence Zellman

Advisor at LPL FINANCIAL LLC

WEST CHESTER, PA

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Search this name across graphsid dfx:ria:68cd170b-7aff-43d1-60dc-b268e1a33aac

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Dec 6, 2006 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: LPL FINANCIAL LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 1, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63
First exam: Oct 23, 2001
First registration: Dec 6, 2006
Dual registered: yes, broker-dealer
IAPD individual key: 4407005

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
LPL FINANCIAL LLC	Bd affiliated wealth	May 1, 2025	n/a	yes	WEST CHESTER, PA	Current employment
GROVE POINT ADVISORS, LLC	Former SEC adviser	Apr 1, 2021	May 1, 2025	no	ROCKVILLE, MD\|West Chester, PA\|ROCKVILLE, MD	Previous registration
H. BECK, INC.	Former SEC adviser	Sep 20, 2017	Apr 1, 2021	no	Rockville, MD\|West Chester, PA\|ROCKVILLE, MD	Previous registration
WORLD ADVISORY SERVICES	Former SEC adviser	Dec 6, 2006	Sep 20, 2017	no	BAYONNE, NJ\|WEST CHESTER, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Kind	Move type
GROVE POINT ADVISORS, LLC	LPL FINANCIAL LLC	May 1, 2025	May 1, 2025	Bulk transfer	Ibd to ibd
H. BECK, INC.	GROVE POINT ADVISORS, LLC	Apr 1, 2021	Apr 1, 2021	Bulk transfer	Ibd to ibd
WORLD ADVISORY SERVICES	H. BECK, INC.	Sep 20, 2017	Sep 20, 2017	Firm change	Other

Relationships

Registered with (4)

→ LPL FINANCIAL LLCRegistered adviserregistration: current employment
May 1, 2025 to presentfactForm ADV
→ GROVE POINT ADVISORS, LLCRegistered adviserregistration: previous registration
Apr 1, 2021 to May 1, 2025factForm ADV
→ H. BECK, INC.Registered adviserregistration: previous registration
Sep 20, 2017 to Apr 1, 2021factForm ADV
→ WORLD ADVISORY SERVICESRegistered adviserregistration: previous registration
Dec 6, 2006 to Sep 20, 2017factForm ADV

Dated events

No dated event names this entity yet.