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920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-05-03 |
Branch Locations
920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
172 West Main Street, Kutztown, PA 19530 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Kutztown | PA | 01/2015 | Present |
| U.S. Financial Advisors, Llc | Braintree | MA | 02/2015 | 05/2021 |
| Great Valley Advisor Group, Inc. | Kutztown | PA | 05/2021 | Present |
1. 02/02/2015: Haas Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - 100 hours per month/4 hours during securities trading 2. 5/25/2021 - Great Valley Advisor Group, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Licensed Admin. - Started 05/03/2021 - 160 Hours Per Month During Securities Trading - Time Spent 100% - I provide administrative support to Great Valley Advisor Group, Inc, an independent investment advisor firm. I started this business activity in 05/2021. 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.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-03 |
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