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920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-08-13 |
Branch Locations
30 Braintree Hill Office Park Suite 202, Braintree, MA 02184 • 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 |
|---|---|---|---|---|
| Us Financial Advisors, Llc | Braintree | MA | 10/2015 | 05/2021 |
| Lpl Financial, Llc | Braintree | MA | 10/2015 | Present |
| Great Valley Advisor Group, Inc. | Braintree | MA | 05/2021 | Present |
1. 5/25/2021 - Great Valley Advisor Group, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 05/03/2021 - 160 Hours Per Month During Securities Trading - Time Spent 100% - I provide investment advisory services through Great Valley Advisor Group, Inc., an independent investment advisor firm. I started this business activity in 05/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 2. 01/08/2024 - Great Valley Advisor Insurance Brokers - Inv Related - At Reported Business location(s) - Non-Variable Insurance - Producer - Started: 10/23/2023 - 10 Hrs/Mo; 5 Hrs During Trading. 3. 01/31/2024 - US Wealth Quirk - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 03/06/2020 - 160 Hours Per Month During Securities Trading. 4. 01/31/2024 - US Wealth Management Quirk - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 03/06/2020 - 160 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-13 |
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