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920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2012-05-30 |
| PA | RA | APPROVED | 2012-05-30 |
Branch Locations
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 | Chester Springs | PA | 09/2009 | Present |
| Great Valley Advisor Group | Chester | PA | 12/2013 | Present |
(1) 10/05/2010 - CHESTER SPRINGS FINANCIAL GROUP, LLC - DBA for LPL Business (entity for LPL business) - INV REL - AT REPORTED BUSINESS LOCATION. (2) 12/05/2013 - GREAT VALLEY ADVISOR GROUP - REGISTERED INVESTMENT ADVISOR - GREAT VALLEY ADVISOR GROUP - INV REL - AT REPORTED BUSINESS LOCATION - (FP) ADVISORY SERVICES/NO - 70% TIME SPENT. (3) 6/14/2021 - Alan E. Peters & Associates, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 07/10/2012 - 160 Hours Per Month During Securities Trading. (4) 06/24/2024 - GVA Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/16/2024 - 0 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-23 |
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