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920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-02-16 |
Branch Locations
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 |
|---|---|---|---|---|
| Metlife Securities, Inc | Baltimore | MD | 02/2012 | 03/2017 |
| Mml Investors Services, Llc | Hunt Valley | MD | 03/2017 | 11/2021 |
| Massmutual Life Insurance Company | Hunt Valley | MD | 07/2016 | 11/2021 |
| Msi Financial Services, Inc. | Baltimore | MD | 02/2012 | 03/2017 |
| Maryland Financial Group, Inc.dBachesapeake Financial Planners | Perry Hall | MD | 11/2021 | Present |
| Lpl Financial Llc | Perry Hall | MD | 11/2021 | Present |
| Great Valley Advisor Group | Perry Hill | MD | 02/2025 | Present |
1) 11/2021- Chesapeake Financial Planners LLC- DBA for LPL Business (entity for LPL business)- inv. related- Perry Hall, MD- start date 10/14/2021 2) 11/2021- Mark Rossbach- Non-Variable Insurance- Agent selling life, medicare, accident, health, disability and long term care- inv. related- Perry Hall, MD- start date 3/2012- 25-hrs/mth 3) 02/26/2025- Great Valley Advisor Group- Registered Investment Advisor- INV Related- At Reported Business Location(s)- Start date 01/31/2025- 80 Hours Per Month- 80 Hours During Trading 4) 02/26/2025- Great Valley Advisor Group- Registered Investment Advisor- INV Related- At Reported Business Location(s)- Start date 02/18/2025- 80 Hours Per Month- 80 Hours During Trading-I provide investment advisory services through Great Valley Advisor Group, an independent investment advisor firm. I started this business activity in 02/2025. I expect to spend approximately 80 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 | 2010-12-06 |
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