Colin P. 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:

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

Current Employers

Employment History

• 07/2010 → Present
  John J. Dwyer Jr. Financial Services
  Dalton, PA
• 07/2012 → 03/2021
  H.BEck, Inc.
  Bethesda, MD
• 01/2018 → 05/2025
  Dba: John J Dwyer Jr Financial Services, Llc
  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
• 2017-12-04 → 2021-04-01
  Grove Point Investments, Llc
  Rockville, MD
  Dalton, PA

Other Businesses

1- 05/2025 - John J Dwyer Jr Financial Services LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2018 - 4 hours per month/ 0 hours during trading 2- 05/2025 - John J Dwyer Jr Financial Services LLC - Tax Prep/Accounting/CPA - Investment Related - At Reported Business Location(s) - Start Date 01/01/2018 - 40 hours per month/ 2 hours during trading 3- 05/2025 - Colin P Dwyer - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 09/01/2018 - 10 hours per month/ 1 hour during trading

Exams

• S66 Uniform Combined State Law Examination
  2017-12-04

Other Names

• Colin P Dwyer