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920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2024-07-18 |
Branch Locations
920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
1521 Concord Pike, Suite 208, Wilmington, DE 19803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Glen Mills Family Medicine | Glen Mills | PA | 02/2014 | 12/2020 |
| Penn Mutual Life Insurance Company | Horsham | PA | 06/2019 | 07/2024 |
| Hornor Townsend & Kent Llc | Horsham | PA | 03/2020 | 07/2024 |
| Lpl Financial Llc | Wilmington | DE | 07/2024 | Present |
1) 06/06/2024 - THE READY GROUP - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 2) 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. 3) 06/06/2024 - JARY TRG, LLC - Business Entity For Tax/Investment Purposes Only - Co-Owner - Non investment related - 0% Time spent - Start date: 01/01/2023. 4) 06/06/2024 - Jason DelCollo - Non-Variable Insurance - Selling: Wholelife, fixed annuity, Term, UL/Penn Mutual - 19803 - Investment related - 20 Hours per month - Start date: 01/01/2019. 5) 06/06/2024 - JARY LLC - Real Estate Rental - Co-owner - DE 19806 - Investment related - 5 Hours per month - Start date: 01/01/2021. 6) 06/06/2024 - AFC URGENT CARE - ASTON - Outside/W-2 Employment - Physician - Non investment related - 8 Hours per month - Start date: 07/01/2021. 7) 07/24/2024 - Great Valley Advisor Group Inc. - Registered Investment Advisor Hybrid - Advisor - Investment Related - At Reported Business Location(s) - Start Date 06/11/2024 - 160 Hours Per Month/ 8 Hours During Trading - I provide investment advisory services to Great Valley Advisor Group, Inc, an independent investment advisor firm. I started this business activity in 7/2024. 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-06 |
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