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920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-04-07 |
Branch Locations
3837 Nw Boca Raton Blvd Ste 100, Boca Raton, FL 33431 • 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 | Boca Raton | FL | 03/2011 | Present |
| Gaines Financial Group, Inc. | Boca Raton | FL | 03/2011 | Present |
(1) 11/25/2013: No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Time Spent 0% - Sales of fixed insurance; life, fixed annuities, disability, ltc. (2) 05/17/2022 - Great Valley Advisor Group, Inc. - Investment Related- At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date - 04/07/2022 - 12 Hours Per Month/ 100 Hours During Securities Trading - Time Spent 75% (3) 11/04/2022 - J W Josephs Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - State Date - 10/18/2022 - 102 Hours Per Month/102 Hours During Securities Trading (4) 08/08/2023 - Joel Josephs Financial Wealth Advisor - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/18/2022 - 102 Hours Per Month/ 102 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-01-14 |
| S65 | Uniform Investment Adviser Law Examination | 1994-01-14 |
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