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Current Employers
Great Valley Advisor Group, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-02-15
  • MD RA
    APPROVED
    Since 2025-02-15

Branch Locations

Forest Hill, MD • 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
Metlife Financial Services Inc Baltimore MD 03/2011 03/2017
Massachusetts Mutual Life Insurance Company Hunt Valley MD 07/2016 11/2021
Mml Investors Services, Llc Hunt Valley MD 03/2017 11/2021
Msi Financial Services, Inc. Baltimore MD 04/2011 03/2017
Maryland Financial Group, Inc. Dba Chesapeake Financial Planners Marietta GA 11/2021 Present
Lpl Financial, Llc Forest Hill MD 11/2021 Present
Great Valley Advisor Group Perry Hall MD 02/2025 Present
  • 03/2011 → 03/2017
    Metlife Financial Services Inc
    Baltimore, MD
  • 07/2016 → 11/2021
    Massachusetts Mutual Life Insurance Company
    Hunt Valley, MD
  • 03/2017 → 11/2021
    Hunt Valley, MD
  • 04/2011 → 03/2017
    Msi Financial Services, Inc.
    Baltimore, MD
  • 11/2021 → Present
    Maryland Financial Group, Inc. Dba Chesapeake Financial Planners
    Marietta, GA
  • 11/2021 → Present
    Lpl Financial, Llc
    Forest Hill, MD
  • 02/2025 → Present
    Great Valley Advisor Group
    Perry Hall, MD
Previous Registrations
  • 2021-11-22 → 2025-02-19
    Maryland Financial Group, Inc.
    Rockville, MD
    Belair, MD
    Perry Hall, MD
  • 2017-03-25 → 2021-11-23
    Baltimore, MD
    Hunt Valley, MD
  • 2011-09-14 → 2017-03-25
    Msi Financial Services, Inc.
    Elkridge, MD
    Baltimore, MD
Other Businesses

1) 11/22/2021 - DBA for LPL Business (entity for LPL business) - Chesapeake Financial Planners, LLC - Investment Related - Bel Air, MD 21014 - start date: 10/14/2021 2) 11/22/2021 - Non-Variable Insurance - Jeffrey Judge - Investment Related - Bel Air, MD 21014 - start date: 09/08/2011 3) 02/26/2025 - Great Valley Advisor Group, Inc. - Investment Related - Registered Investment Advisor Hybrid - Home Based - Start Date:02/18/2025 - 150 Hrs/Mth - 150 Hrs During Trading.I provide investment advisory services through Great Valley Advisor Group Inc, an independent investment advisor firm. I started this business activity in 02/2025. I expect to spend approximately 150 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. 4) 02/26/2025 - Chesapeake Financial Planners - Investment Related - Registered Investment Advisor DBA - Home Based - Start Date:01/31/2025 - 150 Hrs/Mth - 6 Hrs During Trading. 5. 09/19/2025 - AdviserCMO - Other - reps business - At reported business location(s) - Not INv Rel - Start date: 08/26/2025 - 10 Hrs/Mth - 5 Hrs During Trading.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-09-07
S63 Uniform Securities Agent State Law Examination 2011-07-13
  • S65 Uniform Investment Adviser Law Examination
    2011-09-07
  • S63 Uniform Securities Agent State Law Examination
    2011-07-13
Designations
Other Names
  • Jeff Judge
  • Jeffrey Judge

View on SEC IAPD

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