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Advisor at LPL FINANCIAL LLC
MYRTLE BEACH, SC
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | Bd affiliated wealth | May 1, 2025 | n/a | yes | MYRTLE BEACH, SC | Current employment |
| GROVE POINT ADVISORS, LLC | Former SEC adviser | Apr 1, 2021 | May 1, 2025 | no | ROCKVILLE, MD|Myrtle Beach, SC|ROCKVILLE, MD | Previous registration |
| H. BECK, INC. | Former SEC adviser | Sep 5, 2017 | Apr 1, 2021 | no | Myrtle Beach, SC|Rockville, MD | Previous registration |
| UVEST FINANCIAL SERVICES GROUP, INC. | n/a | Jan 27, 2004 | Nov 29, 2010 | no | MYRTLE BEACH, SC|MYRTLE BEACH, SC|PAWLEYS ISLAND, SC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GROVE POINT ADVISORS, LLC | LPL FINANCIAL LLC | May 1, 2025 | May 1, 2025 | 0 | Bulk transfer | Ibd to ibd |
| H. BECK, INC. | GROVE POINT ADVISORS, LLC | Apr 1, 2021 | Apr 1, 2021 | 0 | Bulk transfer | Ibd to ibd |
| UVEST FINANCIAL SERVICES GROUP, INC. | H. BECK, INC. | Nov 29, 2010 | Sep 5, 2017 | 2,472 | Firm change after gap | Other |