Timothy Joseph Glennon

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

• 08/2016 → 03/2021
  H. Beck, Inc.
  Bethesda, MD
• 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
  Batavia, IL

Previous Registrations

• 2021-04-01 → 2025-05-01
  Grove Point Advisors, Llc
  Rockville, MD
  Rockville, MD
  Batavia, IL
• 2016-08-01 → 2021-04-01
  Grove Point Investments, Llc
  Rockville, MD
  Rockville, MD
  Batavia, IL
• 2013-09-03 → 2016-08-01
  Cetera Wealth Services, Llc
  Batavia, IL
• 2004-06-08 → 2013-09-03
  Tower Square Securities, Inc.
  Batavia, IL
  Batavia, IL
• 1999-02-08 → 2004-06-10
  Ws Griffith Securities, Inc.
  Rosemont, IL

Other Businesses

1. 5/2025- JP Glennon & Associates- Business Entity For Tax/Investment Purposes Only- Lombard, IL- Inv Rel- Start Date 01/01/2016 2. 5/2025- The Financial Group, Ltd.- Notary- Lombard, IL- Inv Rel- 1 Hr Per Mnth/Trading Start Date 03/11/2025 3. 5/2025- The Financial Group, Ltd.- Non-Variable Insurance- At Reported Business Location (s)- Inv Rel- 5 Hr Per Mnth/Trading Start Date 03/11/2025

Exams

• S66 Uniform Combined State Law Examination
  1998-09-14