David Edwin Nicewarner

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

• 11/2003 → 05/2025
  Grove Point Investments, Llc
  Rockville, MD
• 02/1986 → 05/2025
  David E. Nicewarner, Cpa
  Frederick, MD
• 04/2021 → 05/2025
  Grove Point Advisors, Llc
  Rockville, MD
• 05/2025 → Present
  Lpl Financial Llc
  Palmetto, FL

Previous Registrations

• 2021-04-01 → 2025-05-02
  Grove Point Advisors, Llc
  Rockville, MD
  Frederick, MD
  Rockville, MD
  Palmetto, FL
• 2003-11-03 → 2021-04-01
  Grove Point Investments, Llc
  Rockville, MD
  Frederick, MD
  Palmetto, FL
• 1997-02-27 → 2003-11-04
  Ifg Advisory Services Inc
  Frederick, MD

Other Businesses

1. 05/2025- David E. Nicewarner, CPA- Tax Prep/Accounting/CPA- INV Related- At Reported Business Location(s)- Start date 02/01/1986- 10 Hours Per Month- 10 Hours During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-04-29
• S63 Uniform Securities Agent State Law Examination
  1996-02-12