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Current Employers
Great Valley Advisor Group, Llc

920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2020-03-20
TX RA APPROVED 2020-03-20
  • MN RA
    APPROVED
    Since 2020-03-20
  • TX RA
    APPROVED
    Since 2020-03-20

Branch Locations

1907 Wayzata Blvd 3Rd Floor, Wayzata, MN 55391 • United States

920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Thrivent Investment Management Inc St Louis Park MN 10/2015 03/2020
Thrivent Financial Appleton WI 03/2016 03/2020
Great Valley Advisor Group Wilmington DE 03/2020 Present
Millstone Wealth Management Saint Louis Park MN 03/2020 Present
  • 10/2015 → 03/2020
    St Louis Park, MN
  • 03/2016 → 03/2020
    Thrivent Financial
    Appleton, WI
  • 03/2020 → Present
    Great Valley Advisor Group
    Wilmington, DE
  • 03/2020 → Present
    Millstone Wealth Management
    Saint Louis Park, MN
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-12-23
  • S66 Uniform Combined State Law Examination
    2015-12-23

View on SEC IAPD

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