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920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-12-13 |
| PA | RA | APPROVED | 2023-12-13 |
| MD | RA | APPROVED | 2023-12-12 |
| WI | RA | APPROVED | 2016-05-26 |
Branch Locations
325 N Corporate Drive Suite 120, Brookfield, WI 53045 • 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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Brookfield | WI | 05/2015 | Present |
| Great Valley Advisor Group | Wilmington | DE | 05/2016 | Present |
1. 05/05/2015 - NEXT LEVEL PLANNING & WEALTH MANAGEMENT/ NON-VARIABLE INSURANCE/ 10%/ BROOKFIELD, WI 2. 05/05/2015 - NEXT LEVEL PLANNING & WEALTH MANAGEMENT/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 95%/ BROOKFIELD, WI 3. 05/27/2016 * Great Valley Advisor Group, Inc. * Registered Investment Advisor Hybrid * Next Level Planning & Wealth Mgmt * inv rel * 325 N Corporate Dr. Suite 120, Brookfield, WI 53045 * 1. Yes 1a. Yes 1b. Yes 1c. Documentation has been provided * start 06/01/2016 * 80 hrs/mo during secs trdg hrs. 4. 05/27/2016 * Great Valley Advisor Group, Inc * Registered Investment Advisor DBA * inv rel * 325 N Corporate Dr. Suite 120, Brookfield, WI 53045* start 05/05/2016 * 80 hrs/mo during secs trdg hrs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 2008-09-18 |
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