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920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2023-03-06 |
Branch Locations
903 S. Hillcrest Pkwy, Altoona, WI 54720 • 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 |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Eau Claire | WI | 04/2004 | 03/2023 |
| Thrivent Financial For Lutherans | Appleton | WI | 04/2004 | 03/2023 |
| Lpl Financial Llc | Altoona | WI | 03/2023 | Present |
1) 02/2023 - North Point Advisor Group- DBA for LPL Business (entity for LPL business)- inv. related - Altoona. WI 2) 02/2023- North Point Accounting and Tax Services- Tax Prep/Accounting/CPA- inv. related- 903 S Hillcrest Pkwy Altoona, WI - start date 3/1/2023- 25hrs/mth 3) 3/7/2023 - Great Valley Advisor Group, Inc. - Investment Related - at Reported Business Location(s) - Registered Investment Advisor Hybrid - Advisor - Start Date - 02/09/2023 - 160 Hours Per Month/8 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 3/2023. 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, nature of its business, its owners and its services at http://www.adviserinfo.sec.gov/IAPD. This firm is separate and independent of LPL Financial. 4) 3/7/2023 - Great Valley Advisor Group, Inc. - DBA: North Point Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Advisor - Start Date - 02/09/2023 - 160 Hours Per Month/8 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 3/2023. 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, nature of its business, its owners and its services at http://www.adviserinfo.sec.gov/IAPD. This firm is separate and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-07-17 |
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