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920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2023-11-29 |
Branch Locations
325 N. Corporate Drive, #100, Brookfield, WI 53045 • United States
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 |
|---|---|---|---|---|
| Intervest International Equities Corporation | Brookfield | WI | 08/1997 | 10/2017 |
| Select Advisor Group, Inc. | Brookfield | WI | 07/1999 | Present |
| Great Valley Advisor Group, Inc. | Brookfield | WI | 11/2023 | Present |
NATURE OF BUSINESS: SELF-EMPLOYED INSURANCE AGENT. INVESTMENT-RELATED: YES (INSURANCE). ADDRESS: 611 N. BARKER RD., SUITE 210, BROOKFIELD, WI 53045. NATURE OF BUSINESS: INSURANCE PRODUCTS. POSITION/TITLE: INDEPENDENT INSURANCE AGENT FOR VARIOUS INSURANCE COMPANIES. START DATE: 1996. APPROXIMATE HOURS/MONTH: 3 HOURS PER MONTH. APPROXIMATE HOURS/MONTH DURING SECURITIES-TRADING HOURS: 1 TO 2 PER MONTH. DUTIES: MAY SELL INSURANCE PRODUCTS SUCH AS LIFE INSURANCE OR ANNUITIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-14 |
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