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920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-03-17 |
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 |
|---|---|---|---|---|
| Brinker Capital | Berwyn | PA | 10/2006 | 08/2018 |
| Geneos Wealth Management Inc | Montgomeryville | PA | 08/2018 | 04/2024 |
| Prepared Retirement Institute Llc | Lansdale | PA | 11/2020 | Present |
| Financial Strategies Advisory Llc | Montgomeryville | PA | 08/2018 | 04/2024 |
| Great Valley Advisor Group | Berwyn | PA | 03/2025 | Present |
INDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED INSURANCE SALES. 3.17.25 - 8.29.25 DBA GVA Wealth Management - Investment Adviser Representative 8.29.25 - Stonebridge Wealth Management - IAR - DBA - investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 2005-09-22 |
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