Patrick Michael Garbinsky

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

• 10/1985 → Present
  Mutual Benefit Life
  Pittsburgh, PA
• 02/1992 → 03/2021
  H. Beck, Inc.
  Oakdale, 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
  Moon Township, PA

Previous Registrations

• 2021-04-01 → 2025-05-01
  Grove Point Advisors, Llc
  Rockville, MD
  Rockville, MD
  Moon Township, PA
• 2004-03-10 → 2021-04-01
  Grove Point Investments, Llc
  Rockville, MD
  Moon Township, PA
  Moon Township, PA

Other Businesses

1- 05/2025 - PMG Wealth Strategies, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 06/10/2011 - 140 hours per month/ during trading 2- 05/2025 - Estate of Mary Lou Stewart - Act in a Fiduciary Capacity - Investment Related - At Reported Business Location(s) - Start Date 03/13/2025 - 10 hours per month/ during trading

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-05-14

Designations

• Certified Financial Planner