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920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-10-21 |
Branch Locations
920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
10900 Wayzata Blvd, Suite 270, Minnetonka, MN 55305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Minneapolis | MN | 05/2014 | 10/2025 |
| Thrivent Financial | Appleton | WI | 05/2014 | 10/2025 |
| Lpl Financial Llc | Minnetonka | MN | 10/2025 | Present |
1. 10/20/2025 / Rental Properties / Real Estate Rental / Inv related / 4 Hours per month 0hrs during Trading / Edina MN / Start date: 07/15/2015 2. 10/20/2025 / Innovation Planning Group / DBA for LPL Business (entity for LPL business) / Inv Related / 160 hours per month / 8 Hours during trading / At reported business locations (s). - Start date: 11/3/2025 3. 10/20/2025 / Ashlar LLC / Business Entity for Tax/Investment Purposes Only / Not Inv Related / 173 hours per month / 40 Hours during trading /At reported business locations (s). - Start date: 10/1/2025 4. 10/21/2025 - GREAT VALLEY ADVISOR GROUP, LLC - Registered Investment Advisor Hybrid - At reported business locations (s) - Inv Rel - Start date: 11/3/2025 - 160hours per month / 8 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 10/2025. 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.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-17 |
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