Karen Swartz Osborn is an investment adviser representative (IAR) with state registration records since 2017, appearing at 4 firms. Currently registered with LPL FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LPL FINANCIAL LLC | 2025-05-01 | present | Yes |
| GROVE POINT ADVISORS, LLC | 2021-04-01 | 2025-05-01 | — |
| GROVE POINT INVESTMENTS, LLC | 2021-01-04 | 2021-04-01 | — |
| SUMMIT ADVISORS, LLC | 2017-12-16 | 2021-02-10 | — |