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920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-06-13 |
Branch Locations
920 Cassatt Road Suite 202, Berwyn, PA 19312 • 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 |
|---|---|---|---|---|
| Penn Mutual Life Insurance Company | Horsham | PA | 01/2015 | 05/2020 |
| Hornor, Townsend & Kent, Inc | Horsham | PA | 01/2015 | 05/2020 |
| Lpl Financial Llc | Berwyn | PA | 05/2020 | Present |
| Jacobi Capital Management, Llc | Berwyn | PA | 05/2020 | 06/2024 |
| Great Valley Advisor Group | Berwyn | PA | 06/2024 | Present |
1) 05/13/2020 - Jacobi Wealth Advisors - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 05/2020 - 86 hr/mo 2) 7/28/2020 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 6/10/2020 - 2 Hours Per Month/2 Hours Hours During Securities Trading. 3) 02/23/2021 - Premier Brokerage - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 08/18/2020 - 5 Hours Per Month/ 2 Hours During Trading 4) 07/01/2024 - GREAT VALLEY ADVISOR GROUP, INC. - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 06/12/2024 - 150 Hours Per Month/ 135 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 6/2024. I expect to spend approximately 150 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. 5) 07/01/2024 - GVA Wealth Management - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 06/12/2024 - 150 Hours Per Month/ 135 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 6/2024. I expect to spend approximately 150 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-11 |
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