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920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2016-08-04 |
Branch Locations
1420 Ebenezer Road Suite 106, Rock Hill, SC 29732 • 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 | Rock Hill | SC | 04/2015 | Present |
| Great Valley Advisor Group, Inc | Rock Hill | SC | 08/2016 | Present |
1. 5/24/2017 - Great Valley Advisor Group, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 10/01/2016 - 80 Hours Per Month During Securities Trading - I provide administrative services through Great Valley Advisor Group, Inc., an independent investment advisor firm. I started this business activity in May 2017. I expect to spend approximately 80 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. 2. 7/15/2021 - Beyond Wealth Financial Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 6/30/2021 - 40 Hours Per Month/40 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 2004-10-15 |
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