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Current Employers
Great Valley Advisor Group, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-08-17
GA RA APPROVED 2026-08-17
NM RA APPROVED 2026-08-17
AL RA APPROVED 2026-08-15
AR RA APPROVED 2026-08-15
CO RA APPROVED 2026-08-15
MN RA APPROVED 2026-08-15
MO RA APPROVED 2026-08-15
NC RA APPROVED 2026-08-15
TX RA APPROVED 2026-08-15
WI RA APPROVED 2026-08-15
  • CA RA
    APPROVED
    Since 2026-08-17
  • GA RA
    APPROVED
    Since 2026-08-17
  • NM RA
    APPROVED
    Since 2026-08-17
  • AL RA
    APPROVED
    Since 2026-08-15
  • AR RA
    APPROVED
    Since 2026-08-15
  • CO RA
    APPROVED
    Since 2026-08-15
  • MN RA
    APPROVED
    Since 2026-08-15
  • MO RA
    APPROVED
    Since 2026-08-15
  • NC RA
    APPROVED
    Since 2026-08-15
  • TX RA
    APPROVED
    Since 2026-08-15
  • WI RA
    APPROVED
    Since 2026-08-15

Branch Locations

Stillwater, MN • United States

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

Efs Advisors

1995 East Rum River Drive S, Cambridge, MN 55008 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-26
AZ RA APPROVED 2025-02-11
AL RA APPROVED 2025-01-22
AR RA APPROVED 2025-01-22
CA RA APPROVED 2025-01-22
CO RA APPROVED 2025-01-22
MO RA APPROVED 2025-01-22
NM RA APPROVED 2025-01-22
TX RA APPROVED 2025-01-22
GA RA APPROVED 2024-05-16
NC RA APPROVED 2024-05-13
WI RA APPROVED 2024-04-26
MN RA APPROVED 2013-11-01
  • FL RA
    APPROVED
    Since 2025-03-26
  • AZ RA
    APPROVED
    Since 2025-02-11
  • AL RA
    APPROVED
    Since 2025-01-22
  • AR RA
    APPROVED
    Since 2025-01-22
  • CA RA
    APPROVED
    Since 2025-01-22
  • CO RA
    APPROVED
    Since 2025-01-22
  • MO RA
    APPROVED
    Since 2025-01-22
  • NM RA
    APPROVED
    Since 2025-01-22
  • TX RA
    APPROVED
    Since 2025-01-22
  • GA RA
    APPROVED
    Since 2024-05-16
  • NC RA
    APPROVED
    Since 2024-05-13
  • WI RA
    APPROVED
    Since 2024-04-26
  • MN RA
    APPROVED
    Since 2013-11-01

Branch Locations

1995 East Rum River Drive S, Cambridge, MN 55008 • United States

Stillwater, MN • United States

Advanced Advisor Group, Llc

1995 East Rum River Drive S, Cambridge, MN 55008 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2013-11-01
  • MN RA
    APPROVED
    Since 2013-11-01

Branch Locations

1995 East Rum River Drive S., Cambridge, MN 55008 • United States

Stillwater, MN • 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
Advanced Advisor Group, Llc Cambridge MN 08/2009 Present
Efs Advisors Cambridge MN 08/2009 Present
Other Businesses

1) President of the Sigma Nu Holding Association 5/1/19; role deals with managing real property for the benefit of a local fraternity chapter, oversees budget, licensing, and provide guidance to active members. Not investment related and spends a half hour per month, none during trading hours. 2) Little Whitefish Cafe LLC, noninv, Stillwater MN, Cafe, Owner, 07/15/2022, 0 inv 7 noninv hrs/mo, owner of Cafe with spouse operates the business. 3) You Betcha Group LLC, noninv, Stillwater MN, Land holding, Owner, 07/15/2022, 0 inv 1 noninv hrs/mo, owner of business which is a land holding company. 4) Boat Launch LLC, noninv, Stillwater MN, Boat Slip rental, Owner, 07/15/2022, 0 inv/noninv hrs/mo, owner of boat launch which is located at Little Whitefish Report that spouse operates. 5) Little Whitefish Resort LLC, noninv, Stillwanter MN, resort, Owner, 07/15/2022, 0 inv 7 noninv hrs/mo, owner of family resort and spouse operates. 6) Little Whitefish Lake Association, noninv, Garrison MN, Homeowners Lake Association, Vice President, 07/06/2024, 0 inv 1 noninv hrs/mo, Vice President duties for Lake Association, No Compensation 7) The Limborg Group - IAR, Stillwater MN, 160 hr/month, 8.14.26, owner 8) Great Valley Advisor Group LLC - RIA, 8.14.26, Investment Advisor, 160 hrs/month

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-06-08
S63 Uniform Securities Agent State Law Examination 2009-09-18
  • S65 Uniform Investment Adviser Law Examination
    2010-06-08
  • S63 Uniform Securities Agent State Law Examination
    2009-09-18
Designations

View on SEC IAPD

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