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920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-25 |
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