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920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2016-05-09 |
Branch Locations
535 North Church Street The Barclay Building, West Chester, PA 19380 • 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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Exton | PA | 05/2016 | Present |
| Great Valley Advisor Group | Exton | PA | 05/2016 | Present |
1. 5/6/2016: THE RIDGE VIEW GROUP - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - Started 4/1/2016 - 180 Hours Per Month/60 Hours During Securities Trading - Time Spent 80%. 2. 5/6/2016: THE RIDGE VIEW GROUP WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - Started 4/1/2016 - 180 Hours Per Month/60 Hours During Securities Trading - Time Spent 80%. 3. 5/10/2016: Great Valley Advisor Group, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 04/01/2016 - 180 Hours Per Month/60 Hours During Securities Trading - Time Spent 80% - IAR. 4. 11/14/2016: No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 11/03/2016 - 3 Hours Per Month/1 Hour During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 1996-02-14 |
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