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Current Employers
Great Valley Advisor Group, Llc

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

Current Registrations

AuthorityCategoryStatusDate
WV RA APPROVED 2023-08-24
TX RA APPROVED_RES 2023-05-01
VA RA APPROVED 2023-03-20
  • WV RA
    APPROVED
    Since 2023-08-24
  • TX RA
    APPROVED_RES
    Since 2023-05-01
  • VA RA
    APPROVED
    Since 2023-03-20

Branch Locations

30 W. Main Street, Berryville, VA 22611 • 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
Pruco Securites Llc Vienna VA 10/2012 05/2018
Kalos Capital Alpharetta GA 07/2018 09/2022
Kalos Management Alpharetta GA 07/2018 03/2020
Brighter Financial Capital Management, Llc Reston VA 04/2020 03/2023
Clark & Associates, Inc. Financial Solutions Reston VA 08/2018 03/2023
Prudential Financial Planning Services Vienna VA 04/2013 05/2018
Madison Avenue Securities San Diego CA 09/2022 03/2023
Lpl Financial Berryville VA 03/2023 Present
  • 10/2012 → 05/2018
    Pruco Securites Llc
    Vienna, VA
  • 07/2018 → 09/2022
    Kalos Capital
    Alpharetta, GA
  • 07/2018 → 03/2020
    Kalos Management
    Alpharetta, GA
  • 04/2020 → 03/2023
    Reston, VA
  • 08/2018 → 03/2023
    Clark & Associates, Inc. Financial Solutions
    Reston, VA
  • 04/2013 → 05/2018
    Prudential Financial Planning Services
    Vienna, VA
  • 09/2022 → 03/2023
    Madison Avenue Securities
    San Diego, CA
  • 03/2023 → Present
    Lpl Financial
    Berryville, VA
Previous Registrations
Other Businesses

1- 03/2023 / First Light Financial / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / BERRYVILLE, VA 2- 03/2023 / NON-VARIABLE INSURANCE / INVESTMENT RELATED / Agent selling Fixed, FIA, fixed Life and LTC- BERRYVILLE, VA- start date 3/17/2023- 10hrs/mth 3- 3/21/2023 - Great Valley Advisor Group, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Advisor - Start Date - 03/17/2023 - 160 Hours Per Month/8 Hours During Securities Trading - 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- 05/31/2023 - Frist light Financial - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date 05/30/2023 - 10 Hours Per Month/ 10 Hours During Securities Trading 5- 06/07/2023 - Marksmen trainer - Not Investment Related - Berryville, VA - Rep's Business - Owner and Coach - Start Date 05/29/2023 - 10 Hours Per Month/ 0 Hours During Securities Trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-08-07
S63 Uniform Securities Agent State Law Examination 2006-12-09
  • S65 Uniform Investment Adviser Law Examination
    2010-08-07
  • S63 Uniform Securities Agent State Law Examination
    2006-12-09
Other Names
  • Michael Danjczek

View on SEC IAPD

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