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Current Employers
Great Valley Advisor Group, Llc

920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2016-12-19
PA RA APPROVED 2014-10-02
  • TX RA
    APPROVED
    Since 2016-12-19
  • PA RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial, Llc Doylestown PA 04/2014 Present
Great Valley Advisor Group, Inc. Doylestown PA 07/2014 Present
  • 04/2014 → Present
    Lpl Financial, Llc
    Doylestown, PA
  • 07/2014 → Present
    Great Valley Advisor Group, Inc.
    Doylestown, PA
Previous Registrations
  • 2010-04-21 → 2014-04-23
    Philadelphia Brokerage Corporation
    Radnor, PA
    Radnor, PA
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-07-16
S63 Uniform Securities Agent State Law Examination 1989-03-09
  • S65 Uniform Investment Adviser Law Examination
    1996-07-16
  • S63 Uniform Securities Agent State Law Examination
    1989-03-09

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