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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
OK RA APPROVED 2014-05-07
  • TX RA
    APPROVED
    Since 2016-12-19
  • OK RA
    APPROVED
    Since 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

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 (Formerly: Linsco Private Ledger) Norman OK 12/2007 Present
Great Valley Advisor Group, Inc. Norman OK 05/2014 Present
  • 12/2007 → Present
    Lpl Financial Llc (Formerly: Linsco Private Ledger)
    Norman, OK
  • 05/2014 → Present
    Great Valley Advisor Group, Inc.
    Norman, OK
Previous Registrations
  • 2005-10-13 → 2007-12-14
    Norman, OK
    Oklahoma City, OK
    Norman, OK
    Norman, OK
  • 2004-10-28 → 2007-04-30
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 2004-03-09 → 2006-01-31
    Network Planning Advisors, L.L.C.
    Norman, OK
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-10-03
S63 Uniform Securities Agent State Law Examination 1994-12-29
  • S66 Uniform Combined State Law Examination
    2005-10-03
  • S63 Uniform Securities Agent State Law Examination
    1994-12-29
Designations
Other Names
  • Kenny Divelbiss

View on SEC IAPD

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