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Advisor at LPL FINANCIAL LLC
ROCKVILLE, MD | Rockville, 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 23, 2026 | n/a | yes | Rockville, MD|ROCKVILLE, MD | Current employment |
| GROVE POINT ADVISORS, LLC | Former SEC adviser | Apr 1, 2021 | Jul 31, 2025 | no | ROCKVILLE, MD|Rockville, MD|ROCKVILLE, MD | Previous registration |
| H. BECK, INC. | Former SEC adviser | Jul 8, 1999 | Apr 1, 2021 | no | Rockville, MD|ROCKVILLE, MD|ROCKVILLE, MD|ROCKVILLE, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GROVE POINT ADVISORS, LLC | LPL FINANCIAL LLC | Jul 31, 2025 | Apr 23, 2026 | 266 | Firm change | Ibd to ibd |
| H. BECK, INC. | GROVE POINT ADVISORS, LLC | Apr 1, 2021 | Apr 1, 2021 | 0 | Bulk transfer | Ibd to ibd |