David C Gornitzky

Current Employers

Employment History

• 11/2011 → 11/2016
  Wells Fargo Advisors Llc
  Boynton Beach, FL
• 11/2016 → 04/2018
  Wells Fargo Clearing Services, Llc
  Boynton Beach, FL
• 04/2018 → Present
  Lpl Financial Llc
  Stuart, FL

Previous Registrations

• 2011-11-18 → 2018-05-04
  Wells Fargo Clearing Services, Llc
  Lantana, FL
  West Palm Beach, FL
  Greenacres, FL
  Boca Raton, FL
  Jensen Beach, FL
  Riviera Beach, FL
  Jensen Beach, FL
  Jensen Beach, FL
  Palm Beach, FL
• 2009-10-23 → 2011-11-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Palm Beach, FL
  West Palm Beach, FL
• 2008-12-16 → 2009-10-23
  Banc Of America Investment Services, Inc.
  West Palm Beach, FL

Other Businesses

1) 4/27/18- Gornitzky Sage Wealth Management- DBA for LPL Business (entity for LPL business)- Inv. Related- Boca Raton, FL- 33 hrs/mth -100% 2) 4/27/18- Real Estate Rental- Joint owner -Non-Inv. Related- Port Saint Lucie, FL - start date 1/1/2015- 1%. 3) 12/19/2018 - WealthVest - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 11/29/2018 - 5 Hours Per Month During Securities Trading. 4) 03/19/2019 - Robert J Kasdon Rev Trust - Investment related - 455 E 86th St Apt 17E New York, NY. 10028 - Act in a Fiduciary Capacity - start date:04/27/2018 - 10 hrs/mo - 10 hrs during trading. 5) 7/27/2020 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date: 7/24/2020 - 10 Hours Per Month/5 Hours During Securities Trading. 6) 10/4/2021 - Treasure Coast Executives - Not Investment Related - 3423 SE Federal Hwy, Stuart, FL 34997 - For-Profit Board Member - Started 01/01/2021 - 2 Hours Per Month/0 Hours During Securities Trading. 7) 11/01/2023 - Great Valley Advisor Group Inc. - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) -Start Date 10/24/2023 - 150 Hours Per Month/ 140 Hours During Trading - I provide investment advisory services through Great Valley Advisor Group, Inc., an independent investment advisor firm. I started this business activity in 11/2023. I expect to spend approximately 150 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.

Exams

• S66 Uniform Combined State Law Examination
  2008-11-23

Other Names

• David C Gornitzky
• David C Gornitzky