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920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-12-19 |
| PA | RA | APPROVED | 2014-10-02 |
Branch Locations
920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
920 Cassatt Road, Suite 202, Berwyn, PA 19312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Doylestown | PA | 04/2014 | Present |
| Great Valley Advisor Group, Inc. | Doylestown | PA | 07/2014 | Present |
1.04/24/2014-DOYLESTOWN WEALTH MANAGEMENT /Investment Related/ DBA for LPL Business (entity for LPL business)/100%/ At Reported Business Location(s) / - 0 Hrs/Mth -0 Hrs During Trading. 2. 11/11/2014: REGISTERED INVESTMENT ADVISOR HYBRID - GREAT VALLEY ADVISOR GROUP, INC. - Investment Related - DOYLESTOWN, PA - Start Date:07/01/2014 -100 HOURS PER MONTH/4 HOURS DURING TRADING 3. 11/25/2014 - GREAT VALLEY ADVISOR GROUP, INC. - REGISTERED INVESTMENT ADVISOR HYBRID - Investment Related - DOYLESTOWN, PA - Start Date:07/01/2014 - 100 Hrs/Mth -4Hrs During Trading. 4. 12/28/2015: Madison Brokerage - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 12/01/2015 - 2 Hours Per Month During Securities Trading. 5. 5/9/2018 - No Business Name - Not Investment Related - Ocean City, NJ - Real Estate Rental - Start Date:06/16/2018 - 5 Hours Per Month/0 Hours During Trading. 6. 12/20/2022 - Stonebridge Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Advisor - Start Date - 01/01/2023 - 300 Hours Per Month/7 Hours During Securities Trading 7. 06/24/2025 - Crump Life Insurance Services - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date: 06/11/2025 - 2 Hrs/Mth - 1 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 1989-03-09 |
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