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920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2016-05-26 |
Branch Locations
325 N Corporate Drive Suite 120, Brookfield, WI 53045 • United States
920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Brookfield | WI | 05/2015 | Present |
| Great Valley Advisor Group | Wilmington | DE | 05/2016 | Present |
1. 05/05/2015 - NEXT LEVEL PLANNING & WEALTH MANAGEMENT/ NON-VARIABLE INSURANCE/ 10%/ BROOKFIELD, WI 2. 05/05/2015 - NEXT LEVEL PLANNING & WEALTH MANAGEMENT/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 95%/ BROOKFIELD, WI. 3. 5/27/2016: Great Valley Advisor Group, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start 06/01/2016 - 80 Hours Per Month During Securities Trading. 4. 5/27/2016: Great Valley Advisor Group, Inc. - DBA: Next Level Planning & Wealth Mgmt - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 05/05/2015 - 80 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-12 |
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