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Current Employers
Great Valley Advisor Group, Llc

920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-08-16
  • FL RA
    APPROVED
    Since 2023-08-16

Branch Locations

1777 Tamiami Trail Suite 101, Port Charlotte, FL 33948 • United States

2440 Se Federal Hwy Suite D, Stuart, FL 34994 • United States

920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pfs Investments Inc Stuart FL 06/2008 01/2023
Primerica Financial Services Stuart FL 11/2007 01/2023
Lpl Financial Llc Stuart FL 01/2023 Present
  • 06/2008 → 01/2023
    Stuart, FL
  • 11/2007 → 01/2023
    Primerica Financial Services
    Stuart, FL
  • 01/2023 → Present
    Lpl Financial Llc
    Stuart, FL
Previous Registrations
Other Businesses

1.01/27/2023; SSMRS INC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 01/01/2018; hrs/mth; hrs during trading 2.07/25/2023; Great Valley Advisor Group, Inc. (HYBRID) / Great Valley Advisor Group, Inc.; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 07/17/2023; 140hrs/mth; 140hrs during trading; provide investment advisory services through Great Valley Advisor Group, Inc., an independent investment advisor firm. I started this business activity in 7/2023. I expect to spend approximately 140 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. 3.08/26/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Treasure Coast Wealth; Investment Related; at Reported Business Location(s); Start Date 09/01/2025; 160hrs/mth; 160hrs during trading 4.08/25/2026; Equipment Leasing; Business Owner; Not Investment Related; Palm City,FL; Start Date 10/01/2026; 8hrs/mth; 0hrs during trading 5.08/27/2026; SSMRS-RW; Real Estate Rental; Investment Related; Stuart,FL; Start Date 11/01/2026; 0hrs/mth; 0hrs during trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-01-29
S63 Uniform Securities Agent State Law Examination 2017-08-25
  • S65 Uniform Investment Adviser Law Examination
    2018-01-29
  • S63 Uniform Securities Agent State Law Examination
    2017-08-25

View on SEC IAPD

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