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920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-12-12 |
| PA | RA | APPROVED | 2014-09-12 |
Branch Locations
920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
165 W Ashland Street, Doylestown, PA 18901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Doylestown | PA | 12/2008 | Present |
| Great Valley Advisor Group, Inc. | Doylestown | PA | 08/2014 | Present |
(1) 12/01/2008 - DBA ONLY - DOYLESTOWN WEALTH MANAGEMENT, INC. - DOYLESTOWN, PA (2) 09/15/2013 - CONSANGUINITY ASSOCIATES -Business Entity For Tax/Investment Purposes Only/ FAMILY PARTNERSHIP - HOLDING COMPANY FOR FAMILY ASSETS - 1% OF TIME SPENT/ INV Related (3) 11/25/2014 - GREAT VALLEY ADVISOR GROUP, INC. - REGISTERED INVESTMENT ADVISOR HYBRID - TIME SPEMT 80 HOURS PER MONTH - DOYLESTOWN, PA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-15 |
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