James J Spinelli

Current Employers

Employment History

• 01/2014 → Present
  Great Valley Advisor Group, Inc.
  Paoli, PA
• 08/2015 → Present
  Lpl Financial Llc
  Paoli, PA

Other Businesses

1) 08/14/2015: Great Valley Advisor Group - DBA for LPL Business (entity for LPL business) - INV REL - At Reported Business Location(s) - 20% Time Spent 2) 08/14/2015: Peng-Win LLC. - Business Owner - NOT INV REL - 525 Northfield Rd Devon PA 19333 - Started 01/01/2013 - Owner of Web design co. 3) 08/25/2015: Great Valley Advisor Group, Inc. - Registered Investment Advisor Hybrid - INV REL - At Reported Business Location(s) - IAR for RIA 4) 10/20/2020 - Kooma 3 - Not Investment Related - 201 Main St, King of Prussia, PA 19406 - Other-Restaurant Investor - Passive Investor - Started 07/01/2020 - 2 Hours Per Month During Securities Trading. 5) 3/31/2021 - Great Valley Advisor Group, Inc. - DBA: Stonebridge Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 03/22/2021 - 45 Hours Per Month/2 Hours During Securities Trading - Time Spent 25% - I provide investment advisory services thru Great Valley Advisor Group Inc., an independent investment advisor firm. I started this business activity in 03/2021. I expect to spend approximately 45 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. 6) 11/29/2022 - Great Valley Insurance Brokers - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Advisor, Agent - Start Date - 08/05/2022 - 5 Hours Per Month/1 Hours During Securities Trading 7) 4/4/2023 - Stonebridge Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 05/01/2019 - 15 Hours Per Month/3 Hours During Securities Trading 8) 04/09/2024 - JJS VENTURES III - Non-Inv Related - Malvern, PA - Other - LLC - Owner - Started: 2/17/2024 - 0 Hrs/Mo. 9) 06/24/2024 - GVA Wealth Management - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 5/16/2024 - 10 Hrs/Mo; 1 Hr During Trading. 10) 01/23/2026 - 367W Riverside Dr LLC - Real Estate Rental - Investment Related - Jupiter, FL - Start Date 02/23/2026 - 5 hours per month/ 0 hours during trading

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-11-25
• S65 Uniform Investment Adviser Law Examination
  2014-11-05