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Advisor at LPL FINANCIAL LLC
BETHESDA, MD
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 | Apr 30, 2026 | n/a | yes | BETHESDA, MD | Current employment |
| GROVE POINT ADVISORS, LLC | Former SEC adviser | Apr 1, 2021 | May 1, 2025 | no | ROCKVILLE, MD|Bethesda, MD|ROCKVILLE, MD | Previous registration |
| H. BECK, INC. | Former SEC adviser | Apr 20, 2012 | Apr 1, 2021 | no | BETHESDA, MD|Rockville, MD|ROCKVILLE, MD | Previous registration |
| OSAIC FA, INC. | Former SEC adviser | Jan 26, 2001 | Feb 21, 2012 | no | VIENNA, VA|VIENNA, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GROVE POINT ADVISORS, LLC | LPL FINANCIAL LLC | May 1, 2025 | Apr 30, 2026 | 364 | Bulk transfer | Ibd to ibd |
| H. BECK, INC. | GROVE POINT ADVISORS, LLC | Apr 1, 2021 | Apr 1, 2021 | 0 | Bulk transfer | Ibd to ibd |
| OSAIC FA, INC. | H. BECK, INC. | Feb 21, 2012 | Apr 20, 2012 | 59 | Firm change | Other |