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920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2014-10-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Doylestown | PA | 02/2011 | Present |
| Great Valley Advisor Group, Inc. | Doylestown | PA | 07/2014 | Present |
1. 2/11/2011 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Time Spent 5% - Sole Proprietor - Selling health, life, disability, and fixed annuities. 2. 2/24/2011 - DOYLESTOWN WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 3. 11/11/2014 - GREAT VALLEY ADVISOR GROUP, INC. - Investment Related - At Reported Business Location(s) - REGISTERED INVESTMENT ADVISOR HYBRID - Investment Advisor Representative - Started 07/01/2014 - 100 Hours Per Month/4 Hours During Securities Trading - Activities may include financial planning, rendering investment advice for a fee, retirement plan consulting, or other related financial consulting. 4. 11/25/2014 - GREAT VALLEY ADVISOR GROUP, INC. - Investment Related - At Reported Business Location(s) - REGISTERED INVESTMENT ADVISOR HYBRID - Investment Advisor Representative - Started 07/01/2014 - 100 Hours Per/4 Hours Month During Securities Trading - Activities may include financial planning, rendering investment advice for a fee, retirement plan consulting, or other related financial consulting. 5. 1/19/2018 - Jeff Donohue LLC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 01/01/2018 - 1 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2002-05-20 |
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