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Advisor at LPL FINANCIAL LLC
DALLAS, TX
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 | Feb 13, 2026 | n/a | yes | DALLAS, TX | Current employment |
| GROVE POINT ADVISORS, LLC | Former SEC adviser | Mar 15, 2023 | Aug 1, 2025 | no | Carrollton, TX|ROCKVILLE, MD | Previous registration |
| FIRST COMMAND ADVISORY SERVICES | Bd affiliated wealth | Mar 26, 2020 | Feb 23, 2022 | no | FORT WORTH, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GROVE POINT ADVISORS, LLC | LPL FINANCIAL LLC | Aug 1, 2025 | Feb 13, 2026 | 196 | Firm change | Ibd to ibd |
| FIRST COMMAND ADVISORY SERVICES | GROVE POINT ADVISORS, LLC | Feb 23, 2022 | Mar 15, 2023 | 385 | Firm change | Ibd to ibd |