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Current Employers
Great Valley Advisor Group, Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2014-09-12
  • PA RA
    APPROVED
    Since 2014-09-12

Branch Locations

Wildwood, NJ • United States

165 W Ashland Street, Doylestown, PA 18901 • 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
Linsco Private Ledger Doylestown PA 12/2007 Present
Great Valley Advisor Group Inc Doylestown PA 08/2014 Present
  • 12/2007 → Present
    Linsco Private Ledger
    Doylestown, PA
  • 08/2014 → Present
    Great Valley Advisor Group Inc
    Doylestown, PA
Previous Registrations
Other Businesses

1. 12/12/2007 / DOYLESTOWN WEALTH MANAGEMENT, INC / DBA / 100% OF HOURS / OFFICE MANAGER / SALARY / 165 W ASHLAND STREET DOYLESTOWN, PA 18901. 2. 11/11/2014: REGISTERED INVESTMENT ADVISOR HYBRID - GREAT VALLEY ADVISOR GROUP, INC. - 100 HOURS PER MONTH/4 HOURS DURING TRADING - DOYLESTOWN, PA.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-08-03
S63 Uniform Securities Agent State Law Examination 2002-04-17
  • S65 Uniform Investment Adviser Law Examination
    2006-08-03
  • S63 Uniform Securities Agent State Law Examination
    2002-04-17

View on SEC IAPD

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