Patrick Abrunzo

Employer firm

Great Valley Advisor Group, LLC CRD 123913

$10.6B regulatory AUM 55 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2010 → Present
  Lpl Financial
  Delray Beach, FL
• 12/2011 → Present
  Gaines Financial Group
  Boca Raton, FL

Previous Registrations

• 2012-03-28 → 2022-04-27
  Gaines Financial Group
  Boca Raton, FL
• 2011-12-09 → 2013-02-22
  Independent Financial Partners
  Boca Raton, FL
  Boca Raton, FL

Other Businesses

(1) 08/20/10 - SALE OF FIXED INSURANCE BUSINESS/ 20% OF TIME/ DELRAY BEACH, FL (2) 05/17/2022 - Great Valley Advisor Group, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date - 04/07/2022 - 160 Hours Per Month/ 150 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 5/2022. 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.advisorinfo.sec.gov/IAPD. This firm is separate from and independent of LPL Financial. (3) 12/27/2022 - P.M.A WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 12/09/2022 - 60 Hours Per Month/50 Hours During Securities Trading

Exams

• S66 Uniform Combined State Law Examination
  2010-08-13
• S63 Uniform Securities Agent State Law Examination
  2010-07-19