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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 |
| OK | RA | APPROVED | 2014-05-07 |
Branch Locations
2720 Washington Dr Suite 100, Norman, OK 73069 • 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 (Formerly: Linsco Private Ledger) | Norman | OK | 12/2007 | Present |
| Great Valley Advisor Group, Inc. | Norman | OK | 05/2014 | Present |
1) 12/06/2007: NO BUSINESS NAME - INV REL - 5900 MOSTELLER DR STE 1, OKLAHOMA CITY, OK 73112-4607 - NON-VARIABLE INSURANCE - 10% OF TIME SPENT - OUTSIDE INSURANCE AFFILIATION WITH LIFE, HEALTH, DISABILITY, LONG TERM CARE POSSIBLE 2) 08/13/2014: DIVERSIFIED WEALTH MANAGMENT OF OK, LLC - INV REL - 2720 WASHINGTON DR. STE 100, NORMAN, OK 73069 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS): DIVERSIFIED WEALTH MANAGMENT OF OK, LLC - START 08/15/2014 - 160 HR/MO 24 DURING SECS TRDG HRS - INSURANCE, ANNUITIES, GROUP & INDIVIDUAL HEALTH INSURANCE, 401K 3) 08/18/2014: GREAT VALLEY ADVISOR GROUP, INC. - Investment Related - At Reported Business Location(s) - REGISTERED INVESTMENT ADVISOR HYBRID - IAR. 4) 03/08/2019 - Divelbiss Financial - Investment related - At reported business location(s) - start date:02/01/2019 - 0 hrs/mo - 0 hrs during trading. 5) 11/1/2021 - Diversified Wealth Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 08/15/2014 - 160 Hours Per Month/24 Hours During Securities Trading. 6) 11/2/2021 - Great Valley Advisor Group, Inc. - DBA: Diversified Wealth Management of OK - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 08/15/2014 - 160 Hours Per Month/24 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Great Valley Advisor Group, In., an independent investment advisor firm. I started this business activity in 10/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-29 |
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