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920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-12-05 |
Branch Locations
920 Cassatt Road, Suite 202, Berwyn, PA 19312 • 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 |
|---|---|---|---|---|
| Hornor Townsend & Kent Inc | Horsham | PA | 06/2016 | 11/2016 |
| Penn Mutual Life Insurance Co | Horsham | PA | 06/2016 | 11/2016 |
| Raymond James Financial Services | Plymouth Meeting | PA | 11/2016 | 05/2022 |
| Esi-Holmes Group | Wayne | PA | 04/2011 | 11/2016 |
| Raymond James Financial Services Advisors Inc. | Plymouth Meeting | PA | 03/2017 | 06/2020 |
| Steward Partners Global Advisory, Llc | Conshohocken | PA | 06/2019 | 12/2025 |
| Steward Partners Investment Advisory, Llc | Conshohocken | PA | 06/2019 | 12/2025 |
| Steward Partners Investment Solutions, Llc | Conshohocken | PA | 05/2022 | 12/2025 |
| Lpl Financial | Berwyn | PA | 12/2025 | Present |
1.12/04/2025 -GVA Wealth Management-DBA for LPL Business (entity for LPL business)-Inv Related-160 Hours per month-160 hours during trading-At reported business location (s). -Start date12/12/2025. 2.12/04/2025-Madonna Management-DBA for LPL Business (entity for LPL business)-Inv Related-160 Hours per month-160 Hours during trading-At reported business location (s). -Start date 12/12/2025 3. 12/09/2025-Great Valley Advisor Group, Inc.-Advisory services-Registered Investment Advisor Hybrid-At reported business location(s)-Start date 12/12/2025-160hrs/mth-160hrs/mth during trading. I provide investment advisory services to Great Valley Advisor Group, Inc, an independent investment advisor firm. I started this business activity in 12/2025. 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 | 2017-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 2011-07-01 |
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