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Current Employers
Great Valley Advisor Group, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-08-15
  • FL RA
    APPROVED
    Since 2023-08-15

Branch Locations

1777 Tamiami Trail Suite 101, Port Charlotte, FL 33948 • United States

2440 Se Federal Hwy Suite D, Stuart, FL 34994 • 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
Pfs Investments Inc. Niceville FL 01/2022 05/2023
Pratt & Whitney Jupiter FL 01/2019 Present
K&S Services Southgate MI 01/2017 01/2019
Power Systems Manufacturing Jupiter FL 01/2012 01/2017
Primerica Financial Services Niceville FL 09/2021 05/2023
Lpl Financial Stuart FL 05/2023 Present
  • 01/2022 → 05/2023
    Pfs Investments Inc.
    Niceville, FL
  • 01/2019 → Present
    Pratt & Whitney
    Jupiter, FL
  • 01/2017 → 01/2019
    K&S Services
    Southgate, MI
  • 01/2012 → 01/2017
    Power Systems Manufacturing
    Jupiter, FL
  • 09/2021 → 05/2023
    Primerica Financial Services
    Niceville, FL
  • 05/2023 → Present
    Lpl Financial
    Stuart, FL
Other Businesses

1) 05/09/2023- ENTERPRISE EARTH LLC - Other: Business Owner - Non-inv. Related - SHERIDAN, WY - Owner - Start Date 01/06/2020 - 0hrs/month - 0% time spent 2) 07/25/2023 - Great Valley Advisor Group, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date 07/17/2023 - 20 Hours Per Month/ 20 Hours During Trading - Time Spent 15% - I provide investment advisory services through Great Valley Advisor Group, Inc., an independent investment advisor firm. I started this business activity in 7/2023. 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. 3) 01/11/2024 - Pratt & Whitney Aerospace Company - Outside/W-2 Employment - Facilities Planner - Palm City, FL - Start Date 01/09/2024 - 3 Hours Per Month/ 0 Hours During Trading. 4) 07/23/2025 - Treasure Coast Wealth - Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date:07/21/2025 - 160 Hrs/Mth - 160 Hrs During Trading.I provide investment advisory services to Great Valley Advisor Group, Inc, an independent investment advisor firm. I started this business activity in 7/2025. 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. 5) 08/08/2025 - Treasure Coast Wealth - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:07/25/2025 - 160 Hrs/Mth - 160 Hrs During Trading.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-26
S63 Uniform Securities Agent State Law Examination 2022-12-21
  • S65 Uniform Investment Adviser Law Examination
    2023-04-26
  • S63 Uniform Securities Agent State Law Examination
    2022-12-21

View on SEC IAPD

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