Paul Thomas Morrone

Current Employers

Employment History

• 12/2011 → Present
  Lpl Financial Llc
  North Haven, CT
• 01/2012 → 05/2021
  Us Financial Advisors, Llc
  North Haven, CT
• 05/2021 → Present
  Great Valley Advisor Group, Inc.
  North Haven, CT

Previous Registrations

• 2012-01-09 → 2021-06-04
  U.S. Financial Advisors
  North Haven, CT
  Wilmington, DE

Other Businesses

1. 2/9/2012 - US WEALTH MANAGEMENT, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 10/13/2014 - US Insurance Brokers LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 10/09/14 - 5 Hours Per Month During Securities Trading. 3. 10/13/2014 - US WEALTH MANAGEMENT NEW HAVEN LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) / 10% Time Spent 4. 10/30/2014 - PAUL T. MORRONE, CPA - TAX PREP/ACCOUNTING/CPA - NORTH HAVEN, CT - 10% Time Spent 5. 03/28/2018 - M&M CPA, LLC - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Member & CPA - 15 Hours Per Month/10 Hours During Securities Trading - Started 02/15/2018. 6. 12/10/2018 - No Business Name - Not Investment Related - At Reported Business Location(s) - Other-Notary Public - Started 10/01/2017 - 1 Hours Per Month During Securities Trading. 7. 5/25/2021 - Great Valley Advisor Group, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 05/03/2021 - 30 Hours Per Month During Securities Trading - Time Spent 20% - I provide investment advisory services through Great Valley Advisor Group, Inc., an independent investment advisor firm. I started this business activity in 05/2021. I expect to spend approximately 30 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. 8. 01/08/2024 - GVA Insurance Brokers LLC - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 10/09/14 - 5 Hours Per Month/ During Trading 9. 01/19/2024 - Nexa Financial Group LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/30/2024 - 160 Hours Per Month/ During Trading 10. 03/19/2024 - Nexa Financial Group LLC - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 01/30/2024 - 160 Hours Per Month/ During Trading - I provide investment advisory services to Great Valley Advisor Group, Inc, an independent investment advisor firm. I started this business activity in 3/2024. 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.

Exams

• S66 Uniform Combined State Law Examination
  2012-01-07

Designations