Best Investors
Account
Sign in
920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-10-28 |
Reach out to this advisor