John Robert Murray

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

• 03/2003 → 05/2025
  Grove Point Investments, Llc
  Rockville, MD
• 04/2021 → 05/2025
  Grove Point Advisors, Llc
  Rockville, MD
• 05/2025 → Present
  Lpl Financial Llc
  Wexford, PA

Previous Registrations

• 2021-04-01 → 2025-05-01
  Grove Point Advisors, Llc
  Rockville, MD
  Rockville, MD
  Wexford, PA
• 2003-03-03 → 2021-04-01
  Grove Point Investments, Llc
  Rockville, MD
  Pittsburgh, PA
  Wexford, PA
  Wexford, PA
  Wexford, PA
• 2001-08-31 → 2003-03-20
  Veravest Investment Advisors, Inc.
  Pittsburgh, PA

Other Businesses

1- 05/2025 - Murray Financial Alliance - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 08/14/2015 - 170 hours per month/ 140 hours during trading 2- 05/2025 - Pinnacle Group - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 09/15/2015 - 5 hours per month/ during trading 3- 09/18/2025 - US Legends Pro Pickleball League - Other - Not Investment Related - Home Based - Start Date 09/20/2025 - 10 hours per month/ 0 hours during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-30
• S63 Uniform Securities Agent State Law Examination
  1994-02-11

Designations

• Chartered Financial Consultant