Brendan John Dwyer

Current Employers

Employment History

• 03/2016 → 12/2019
  Janney Montgomery Scott
  Philadelphia, PA
• 01/2020 → 09/2021
  Assocation Nuestros Ahijados
  Antique
• 09/2021 → Present
  Principal Life Insurance Co
  Wayne, PA
• 09/2021 → Present
  Principal Securities
  Wayne, PA

Previous Registrations

• 2019-05-23 → 2019-12-17
  Janney Montgomery Scott Llc
  Philadelphia, PA

Other Businesses

**OUTSIDE INSURANCE POSITION: Outside Insurance NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 09/24/2021 ADDRESS: 550 E Swedesford Rd Suite 240, Wayne PA 19087, United States DESCRIPTION: Selling outside insurance including LTC, Annuities (fixed and variable), Group and Individual Life, DI, Health and Medical. **OUR MOTHER OF CONSOLATION PARISH SCHOOL BOARD OF LIMITED JURISDICTION (BLJ) POSITION: Member of Board of Limited Jurisdiction NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/03/2023 ADDRESS: 17 E Chestnut Hill Ave, Philadelphia PA 19118, United States DESCRIPTION: As a member of the Our Mother of Consolation Parish School Board of Limited Jurisdiction (BLJ) I will collaborate with the school Principal, parish Pastor, and other board members to foster the highest possible standards of academic and Catholic religious education for all students. Responsibilities will be to attend scheduled board meetings and collaborate with other members in discussing school development, advancement, programs, membership and more. **THE GOD'S CHILD PROJECT POSITION: Member of Board of Directors NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/04/2023 ADDRESS: 8085 Wayzata Boulevard #200, Golden Valley MN 55426, United States DESCRIPTION: As a Member of the Board of Directors for The GOD'S CHILD Project, I will provide oversight and governance around organizational matters for the non-profit. This will include upholding and advancing the organization's mission and purpose, articulating goals and impact made, monitoring organizational programs and services, setting compensation levels for key roles in the organization, maintaining financial integrity and transparency, supporting fundraising efforts, managing resources, participating in service trips, providing short and long term strategic planning for the non-profit, supporting and evaluating the chief executive officer, and board recruitment and assessment of board performance. **LLC FOR BUSINESS EXPENSES POSITION: Dwyer Wealth Management LLC NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 12/16/2024 ADDRESS: 550 E. Swedesford Road, Wayne PA 19087, United States DESCRIPTION: We established an LLC for our team under Dwyer Wealth Management LLC. Timothy Dwyer, Michael Dwyer, and I are equal partners of the LLC. We will be using the LLC for business expenses such as taxes, payroll, etc.

Exams

• S66 Uniform Combined State Law Examination
  2019-05-20