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920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-12-12 |
| MN | RA | APPROVED | 2021-07-01 |
Branch Locations
652 Bielenberg Drive, Suite 201, Woodbury, MN 55125 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2009 | 06/2021 |
| Northwestern Mutual Investment Services, Llc | Minnetonka | MN | 09/2009 | 06/2021 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 12/2016 | 06/2021 |
| Lpl Financial, Llc | Woodbury | MN | 06/2021 | Present |
| Great Valley Advisor Group, Inc. | Woodbury | MN | 06/2021 | Present |
1)06/21/2021- Pursuit Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 06/2021 - 160 Hr/Mth 2)06/24/2021 - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start: 06/2021 - 40 Hr/Mth 3) 7/6/2021 - Great Valley Advisor Group, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 6/29/21 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Great Valley Advisor Group, Inc., an independent investment advisor firm. I started this business activity in 06/2021. 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 | 2010-04-10 |
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