Christopher Mcgeorge Dear

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2023 → 05/2025
  Grove Point Investments, Llc
  Rockville, MD
• 07/2023 → 05/2025
  Old Dominion Investment Corp.
  Herndon, VA
• 08/2017 → 07/2023
  Appian Corporation
  Mclean, VA
• 08/2013 → 05/2017
  University Of Maryland, College Park
  College Park, MD
• 11/2023 → 05/2025
  Grove Point Advisors, Llc
  Rockville, MD
• 05/2025 → Present
  Lpl Financial Llc
  Ocean City, MD

Previous Registrations

• 2024-01-02 → 2025-05-01
  Grove Point Advisors, Llc
  Ocean City, MD
  Rockville, MD
  Herndon, VA

Other Businesses

1.05/01/2025 - Old Dominion Investment Corp - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date 08/01/2024 - 160 Hrs/Mth - 160 Hrs During Trading. 2. 05/01/2025 - Christopher Dear LLC - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date;08/01/2024 - 4 Hrs/Mth - 4 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2023-12-18

Other Names

• Christopher M Dear