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
AL RA APPROVED 2025-01-16
  • AL RA
    APPROVED
    Since 2025-01-16

Branch Locations

18300 Scenic Highway 98 Suite B-5, Fairhope, AL 36532 • 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
Hornor, Townsend & Kent, Llc Horsham PA 01/2013 01/2025
Penn Mutual Life Insurance Company Horsham PA 01/2013 Present
Lpl Financial Llc Fairhope AL 01/2025 Present
  • 01/2013 → 01/2025
    Horsham, PA
  • 01/2013 → Present
    Penn Mutual Life Insurance Company
    Horsham, PA
  • 01/2025 → Present
    Lpl Financial Llc
    Fairhope, AL
Previous Registrations
Other Businesses

1) 11/2024 - Chew Financial Group / Non-Variable Insurance / Inv. Related / FAIRHOPE, AL 36532 / Start date 01/06/2025 - 20 Hrs per month - 15 % Time Spent 2) 11/2024 - Chew Financial Group / DBA for LPL Business (entity for LPL business) / Inv. Related / FAIRHOPE, AL 36532 / Start date 01/06/2025 - 100 Hrs per month - 75 % Time Spent 3) 01/21/2025- GREAT VALLEY ADVISOR GROUP, INC.- Registered Investment Advisor- INV Related- At Reported Business Location(s)- Start date 01/06/2025- 40 Hours Per Month- 10 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 1/2025. I expect to spend approximately 40 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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-15
S63 Uniform Securities Agent State Law Examination 2005-07-28
  • S66 Uniform Combined State Law Examination
    2021-12-15
  • S63 Uniform Securities Agent State Law Examination
    2005-07-28

View on SEC IAPD

More in Fairhope, AL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor