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920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-03-03 |
Branch Locations
710 Commerce Drive Suite 150, Woodbury, MN 55125 • United States
920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Inver Grove Heights | MN | 06/2015 | 08/2017 |
| Salo, A Korn Ferry Company | Minneapolis | MN | 09/2017 | Present |
| Unemployed | Burnsville | MN | 01/2025 | 04/2025 |
| Lpl Financial Llc | Woodbury | MN | 02/2026 | Present |
1) 02/05/2026 - Innovative Planning Group / DBA for LPL Business (entity for LPL business) / Inv Related / At reported business location (s) 130 Total Hours per month - 75 Total Hours per month during trading 2) 02/05/2026 - KAAT Rentals LLC / Real Estate Rental / Inv Related / Cape Coral FL 33904 / Start date 01/01/2022 - 10 Total Hours per month - 0 Total Hours per month during trading 3) 02/05/2026 - Salo (A Korn Ferry Company) / Finance and Accounting Consultant / Outside/W-2 Employment / Not Inv Related / Minneapolis MN 55401 / Start date 08/01/2017 - 20 Total Hours per month - 15 Total Hours per month during trading 4) 03/10/2026 - Great Valley Advisor Group, Inc. - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 03/16/2026 - 20 hours per month/ during trading - I provide investment advisory services to Great Valley Advisor Group, Inc, an independent investment advisor firm. I started this business activity in 3/2026. I expect to spend approximately 20 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. 5) 03/10/2026 - Great Valley Advisor Group - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 03/16/2026 - 20 hours per month/ during trading - I provide investment advisory services to Great Valley Advisor Group, Inc, an independent investment advisor firm. I started this business activity in 3/2026. I expect to spend approximately 20 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 |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-02-19 |
| S65 | Uniform Investment Adviser Law Examination | 2026-02-13 |
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