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Current Employers
Great Valley Advisor Group, Llc

920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2024-10-01
  • MN RA
    APPROVED
    Since 2024-10-01

Branch Locations

748 Wildwood Road, Mahtomedi, MN 55115 • United States

920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
S Capital Wealth Advisors, Llc Mahtomedi MN 01/2015 Present
  • 01/2015 → Present
    S Capital Wealth Advisors, Llc
    Mahtomedi, MN
Previous Registrations
Other Businesses

(1) - North Point Advisor Group - Investment Related - DBA (2) - Great Valley Advisor Group - Investment Related - RIA

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-06-17
  • S65 Uniform Investment Adviser Law Examination
    2015-06-17
Designations
Other Names
  • Sarah Louise Schneeweis

View on SEC IAPD

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