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920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2014-03-04 |
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 |
|---|---|---|---|---|
| Lpl Financial Corporation | Wilmington | DE | 09/2009 | Present |
| Great Valley Advisor Group | Wilmington | DE | 11/2013 | Present |
1. 03/02/11 - REGISTERED INVESTMENT ADVISOR, PETERS FINANCIAL PLANNING CORPORATION, 60% OF TIME SPENT. 2. 04/14/2011 - DBA ONLY, ALAN E. PETERS & ASSOCIATES, INC. 3. 02/20/2014 - GREAT VALLEY ADVISOR GROUP - REGISTERED INVESTMENT ADVISOR - LPL HYBRID RIA--FINANCIAL PLANS AND FIXED FEES - TIME SPENT 60% - WILMINGTON, DE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 1991-10-14 |
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