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920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-12-12 |
| ME | RA | APPROVED | 2023-12-12 |
| MA | RA | APPROVED | 2021-05-18 |
| TX | RA | APPROVED | 2021-05-10 |
Branch Locations
30 Braintree Hill Office Park Suite 202, Braintree, MA 02184 • United States
920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
2 disclosure categories 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 | Braintree | MA | 02/2007 | Present |
| U.S. Financial Advisors, Llc | Braintree | MA | 11/2014 | 05/2021 |
| Great Valley Advisor Group | Braintree | MA | 05/2021 | Present |
1. 11/17/2014: US Wealth Management, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - 30 Braintree Hill Office Park, Suite 201, Braintree MA 02184 - 50 Hr/Mo; 4 Hours During Securities Trading 2. 04/04/2019: The Howe Group at US Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - 10 hrs/mo - 10 hrs during trading 3. 7/9/2021 - GVH Capital LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 6/8/2021 - 1 Hours Per Month/0 Hours During Securities Trading - Hybrid RIA, advisory and brokerage revenue only. 4. 07/19/2022 - Great Valley Advisor Group, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date - 05/01/2021 - 20 Hours Per Month/1 Hours During Securities Trading - Time Spent 13% - I provide investment advisory services through Great Valley Advisor Group, Inc. an independent investment advisor firm. I started this business activity in 7/2022. I expect to spend approximately 20 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. 5. 07/19/2022 - Great Valley Advisor Group, Inc. - DBA: US Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date - 05/01/2021 - 20 Hours Per Month/1 Hours During Securities Trading - Time Spent 13% - I provide investment advisory services through Great Valley Advisor Group, Inc. an independent investment advisor firm. I started this business activity in 7/2022. I expect to spend approximately 20 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. 6. 01/31/2024: US Wealth Management Howe - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 5/6/2020 - 20 Hours Per Month/1 Hour During Securities Trading. 7. 01/31/2024: Great Valley Advisor Group, Inc DBA US Wealth Howe - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started: 5/1/2021 - 20 Hours Per Month/1 Hour During Securities Trading - I provide investment advisory services through Great Valley Advisor Group, Inc. an independent investment advisor firm. I started this business activity in 7/2022. I expect to spend approximately 20 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. 8. 01/31/2024: The Howe Team at US Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 5/6/2020 - 20 Hours Per Month/1 Hour During Securities Trading. 9. 01/31/2024: US Wealth Howe - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 5/6/2020 - 20 Hours Per Month/1 Hour During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-08 |
| S63 | Uniform Securities Agent State Law Examination | 1992-09-23 |
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