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Current Employers
Great Valley Advisor Group, Llc

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

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2026-05-22
  • DE RA
    APPROVED
    Since 2026-05-22

Branch Locations

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

122 Sandhill Drive, Suite 203, Middletown, DE 19709 • 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
Penn Mutual Life Ins Co Horsham PA 09/2008 07/2024
Hornor Townsend And Kent, Inc Horsham PA 09/2008 07/2024
Lpl Financial Llc Middletown DE 07/2024 Present
  • 09/2008 → 07/2024
    Penn Mutual Life Ins Co
    Horsham, PA
  • 09/2008 → 07/2024
    Hornor Townsend And Kent, Inc
    Horsham, PA
  • 07/2024 → Present
    Lpl Financial Llc
    Middletown, DE
Other Businesses

1) 07/16/2024 - Non-Variable Insurance - Selling: life, health - DE 19709 - Investment related - 100 Hours per month - Start date: 06/11/2024. 2) 07/16/2024 - Great Valley Advisor Group - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 3) 07/16/2024 - THE READY GROUP - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 4) 07/16/2024 - SERY HOLDINGS, LLC - Real Estate Rental - DE 19709 - Investment related - Start date: 06/11/2024. 5) 07/16/2024 - JARY LLC - Business Entity For Tax/Investment Purposes Only - DE 19709 - Non investment related - Start date: 06/11/2024. 6) 07/16/2024 - JARY TRG, LLC - Business Entity For Tax/Investment Purposes Only - DE 19709 - Non investment related - 100 Hours per month - Start date: 06/11/2024. 7) 07/16/2024 - RYERJI, LLC - Property Management - Partners Involvement Questio - owner - DE 19709 - Investment related - Start date: 06/11/2024. 8) 07/16/2024 - 19709, LLC - Real Estate Rental - DE 19801 - Investment related - Start date: 06/11/2024. 9) 07/30/2024 - Great Valley Advisor Group Inc. - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 06/11/2024 - 160 Hours Per Month/ 8 Hours During Trading - I provide investment advisory services to Great Valley Advisor Group, Inc, an independent investment advisor firm. I started this business activity in 7/2024. 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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2008-10-28
  • S63 Uniform Securities Agent State Law Examination
    2008-10-28
Designations

View on SEC IAPD

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