David Benjamin Hart

Employer firm

Great Valley Advisor Group, LLC CRD 123913

$10.6B regulatory AUM 55 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2011 → Present
  Lpl Financial, Llc
  Crofton, MD
• 09/2011 → 07/2020
  Lpl Financial, Llc
  Crofton, MD
• 06/2019 → Present
  Maryland Financial Group, Inc.
  Crofton, MD

Previous Registrations

• 2019-06-07 → 2025-02-19
  Maryland Financial Group, Inc.
  Rockville, MD
  Crofton, MD

Other Businesses

1. 06/18/2019 - Financial Advocacy Network - Investment related - At reported business location(s) - DBA for LPL Business (entity for LPL business) - start date:06/07/2019 - 160 hrs/mo - 8 hrs during trading. 2. 6/25/2020 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 06/22/2020 - 10 Hours Per Month/2 Hours During Securities Trading. 3. 02/18/2025- Great Valley Advisor Group, Inc- Registered Investment Advisor- INV Related- At Reported Business Location(s)- Start date 01/31/2025- 160 Hours Per Month- 8 Hours During Trading- I provide investment advisory services to Great Valley Advisor Group, Inc, an independent investment advisor firm. I started this business activity in 2/2025. 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.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 02/21/2025- Hart Wealth Management- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 01/31/2025- 160 Hours Per Month- 8 Hours During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-09-02
• S63 Uniform Securities Agent State Law Examination
  2001-03-12

Designations

• Certified Financial Planner

Other Names

• Dave Hart