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Kate Elizabeth Templeton

Great Valley Advisor Group, LLC

Berwyn, PA

Berwyn, PA

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Current Employers
Great Valley Advisor Group, Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-06-04
  • PA RA
    APPROVED
    Since 2026-06-04

Branch Locations

920 Cassatt Road, Suite 202, Berwyn, PA 19312 • 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
Templeton Advantage Newport PA 01/2020 01/2024
Country Club Of Harrisburg Harrisburg PA 05/2020 06/2024
Ursinus College Collegeville PA 08/2020 05/2024
Souderton Area School District Souderton PA 07/2024 11/2024
Sei Oaks PA 11/2024 10/2025
Gva Berwyn PA 10/2025 Present
Newport High School Newport PA 06/2016 08/2020
  • 01/2020 → 01/2024
    Templeton Advantage
    Newport, PA
  • 05/2020 → 06/2024
    Country Club Of Harrisburg
    Harrisburg, PA
  • 08/2020 → 05/2024
    Ursinus College
    Collegeville, PA
  • 07/2024 → 11/2024
    Souderton Area School District
    Souderton, PA
  • 11/2024 → 10/2025
    Sei
    Oaks, PA
  • 10/2025 → Present
    Gva
    Berwyn, PA
  • 06/2016 → 08/2020
    Newport High School
    Newport, PA
Other Businesses

1) - Great Valley Advisor Group - GVA - Hybrid RIA - Associate, Asset Management - 160 hrs/month - 10/2025

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-20
  • S65 Uniform Investment Adviser Law Examination
    2026-04-20

View on SEC IAPD

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Other Offices

ELLIS INVESTMENT PARTNERS, LLC · BERWYN, PA
GREAT VALLEY ADVISOR GROUP, LLC · Berwyn, PA
CREATIVE PLANNING · Berwyn, PA
CREATIVE PLANNING · Berwyn, PA
CREATIVE PLANNING · Berwyn, PA
TRINITY WEALTH MANAGEMENT, LLC · BERWYN, PA
MORGAN STANLEY · Berwyn, PA
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