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920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2014-10-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Doylestown | PA | 12/2013 | Present |
| Great Valley Advisor Group, Inc. | Doylestown | OR | 07/2014 | Present |
1. 1/6/2014 - DBA ONLY - DOYLESTOWN WEALTH MANAGEMENT, INC. - DOYLESTOWN, PA. 2. 11/4/2014: REGISTERED INVESTMENT ADVISOR HYBRID - GREAT VALLEY ADVISOR GROUP, INC. - 70 HOURS PER MONTH/2 HOURS DURING TRADING - DOYLESTOWN, PA. 3. 12/2/2019 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 06/01/2019 - 2 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-07-24 |
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