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920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-02-15 |
Branch Locations
Forest Hill, MD • 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 |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-09-07 |
| S63 | Uniform Securities Agent State Law Examination | 2011-07-13 |
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