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920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2022-04-21 |
Branch Locations
920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
325 N Corporate Dr., Brookfield, WI 53045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Elite Tumbling Llc | Mequon | WI | 04/2015 | Present |
| Lpl Financial, Llc | Brookfield | WI | 08/2018 | Present |
1. 08/28/2018 - NEXT LEVEL PLANNING AND WEALTH MANAGEMENT/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED / 0%/ BROOKFIELD, WI 2. 04/20/2015 - ELITE TUMBLING LLC/ OUTSIDE, W-2 EMPLOYMENT/ INVESTMENT RELATED/ 0%/ BROOKFIELD, WI 3. 06/28/2022 - Great Valley Advisor Group, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Financial Advisor - Start Date - 06/11/2022 - 160 Hours Per Month/ 160 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Great Valley Advisor Group, Inc. an independent investment advisor firm. I started this business activity in 6/2022. 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, nature of its business, its owners and its services at http://www.adviserinfo.sec.gov/IAPD. This firm is separate and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-07 |
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