Brendan S Dwyer

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Educational seminars
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2025-05-01

PA RA
APPROVED

Since 2025-05-01

Branch Locations

211 N. Lackawanna Trail, Dalton, PA 18414 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
H Beck, Inc.	Rockville	MD	08/2018	03/2021
John J. Dwyer Jr. Financial Services	Dalton	PA	01/2018	05/2025
Brendan Dwyer	Dalton	PA	06/2007	05/2025
Grove Point Advisors, Llc	Rockville	MD	04/2021	05/2025
Grove Point Investments, Llc	Rockville	MD	04/2021	05/2025
Lpl Financial Llc	Dalton	PA	05/2025	Present

08/2018 → 03/2021

H Beck, Inc.

Rockville, MD
01/2018 → 05/2025

John J. Dwyer Jr. Financial Services

Dalton, PA
06/2007 → 05/2025

Brendan Dwyer

Dalton, PA
04/2021 → 05/2025

Grove Point Advisors, Llc

Rockville, MD
04/2021 → 05/2025

Grove Point Investments, Llc

Rockville, MD
05/2025 → Present

Lpl Financial Llc

Dalton, PA

Previous Registrations

2021-04-01 → 2025-05-01

Grove Point Advisors, Llc

Rockville, MD

Dalton, PA

Rockville, MD
2019-02-05 → 2021-04-01

Grove Point Investments, Llc

Dalton, PA

Other Businesses

1.03/25/2025; Brendan S Dwyer; Tax Prep/Accounting/CPA; Investment Related; Dalton,PA; Start Date 06/04/2007; 15hrs/mth; 15hrs during trading 2.04/21/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name John J Dwyer Jr Financial Services LLC; Investment Related; at Reported Business Location(s); Start Date 02/05/2019; 160hrs/mth; 160hrs during trading 3.06/25/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name John J Dwyer Jr Financial Services LLC; Investment Related; at Reported Business Location(s); Start Date 01/01/2018; 160hrs/mth; 160hrs during trading 4.08/19/2025; joseph aylesworth estate; Act in a Fiduciary Capacity; Not Investment Related; Dalton,PA; Start Date 06/01/2022; 2hrs/mth; 2hrs during trading 5.08/03/2026; Lackawanna Trail School District; Non-Profit Board Member; Not Investment Related; Factoryville,PA; Start Date 06/29/2026; 10hrs/mth; 5hrs during trading