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920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 |
|---|---|---|---|---|
| Next Level Planning Wealth Management/Lpl Financial | Brookfield | WI | 05/2015 | Present |
| Lpl Finanical Llc | Brookfield | WI | 05/2015 | Present |
| Great Valley Advisor Group | Wilmington | DE | 05/2016 | Present |
1. 12/02/2015 - Next Level Planning & Wealth Management - INV REL - 325 N. Corporate Drive #120 Brookfield, WI 53045 - DBA for LPL Business (entity for LPL business) - START 5/5/2015 - Admin only. 2. 5/27/2016: Great Valley Advisor Group, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 05/18/2016 - 120 Hours Per Month During Securities Trading - IAR. 3. 5/27/2016: Great Valley Advisor Group, Inc. - DBA: Next Level Planning & Wealth Mgmt - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 05/05/2015 - 160 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-05 |
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