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920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-06-18 |
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 |
|---|---|---|---|---|
| Gabriel Kitchen & Bath | Broomall | PA | 06/2013 | 09/2016 |
| Hornor Townsend & Kent Inc | Horsham | PA | 08/2016 | 06/2024 |
| Lpl Financial Llc | Havertown | PA | 06/2024 | Present |
1) 06/06/2024 - Non-Variable Insurance - Selling: life, health, fixed annuities - PA 19083 - Investment related - 5 Hours per month - Start date: 06/12/2024. 2) 06/06/2024 - GVA WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 3) 06/06/2024 - Great Valley Advisor Group - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 4) 06/25/2024 - Great Valley Advisor Group, Inc. - Inv Related - At Reported Business Location(s) - Registered Investment Advisor - IAR - Started: 6/12/2024 - 160 Hrs/Mo; 8 Hrs During Trading - I provide investment advisory services to Great Valley Advisor Group, Inc, an independent investment advisor firm. I started this business activity in 6/2024. 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 2017-09-21 |
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