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920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2014-09-12 |
Branch Locations
165 W Ashland Street, Doylestown, PA 18901 • 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 |
|---|---|---|---|---|
| Linsco Private Ledger | Doylestown | PA | 12/2007 | Present |
| Great Valley Advisor Group Inc | Doylestown | PA | 08/2014 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 2002-04-17 |
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