Best Investors Account Sign in
Current Employers
Great Valley Advisor Group, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-04-05
FL RA APPROVED 2022-03-28
  • TX RA
    APPROVED_RES
    Since 2024-04-05
  • FL RA
    APPROVED
    Since 2022-03-28

Branch Locations

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

3837 Nw Boca Raton Blvd, Ste 100, Boca Raton, FL 33431 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Boca Raton FL 11/2011 Present
Gaines Financial Group Boca Raton FL 12/2011 Present
  • 11/2011 → Present
    Lpl Financial Llc
    Boca Raton, FL
  • 12/2011 → Present
    Gaines Financial Group
    Boca Raton, FL
Previous Registrations
Other Businesses

1. 3/17/2014 - No Business Name - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE - Time Spent 1% - SALES OF LIFE, HEALTH, DI & LTC BUSINESS. 2. 9/9/2016 - No Business Name - Investment Related- Delray Beach, FL 33445 - Real Estate Rental - 0 Hours Per Month - Rental property personally owned. 3. 9/19/2019 - OC Wealth Management, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 08/27/2019 - 150 Hours Per Month/7 Hours During Securities Trading - S-Corp. 4. 04/12/2022 - Great Valley Advisor Group, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date - 04/08/2022- 160 Hours Per Month/130 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Great Valley Advisor Group, Inc., an independent investment advisor firm. I started this business activity in 4/2022. 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.advisorinfo.sec.gov/IAPD. This firm is separate from and independent of LPL Financial.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-12-29
  • S66 Uniform Combined State Law Examination
    2003-12-29
Designations
Other Names
  • Omar Cujar

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Berwyn, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor