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920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 2005-07-28 |
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