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920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-08-21 |
Branch Locations
850 Nw Federal Hwy, Suite 235, Stuart, FL 34994 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Stuart | FL | 12/2022 | Present |
| East Coast Valet | Stuart | FL | 03/2022 | 08/2024 |
| Frank And Ales Pizza | Port Saint Lucie | FL | 05/2021 | 07/2022 |
| Westminster College | New Wilmington | PA | 08/2020 | 05/2021 |
| Indian River State College | Port Saint Lucie | FL | 05/2021 | 12/2022 |
| John Carrol Catholic | Fort Pierce | FL | 08/2018 | 05/2020 |
| Centennial High School | Port Saint Lucie | FL | 08/2016 | 05/2018 |
| Great Valley Advisor Group | Stuart | FL | 08/2024 | Present |
1) 5/2023 - Gornitzky Sage Wealth Management / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 2) 08/27/2024 - GORNITZKY SAGE WEALTH MANAGEMENT GROUP, INC - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 08/30/2024 - 40 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 8/2024. I expect to spend approximately 40 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) 08/27/2024 - Great Valley Advisor Group, Inc. - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 07/30/2024 - 40 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 8/2024. I expect to spend approximately 40 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. 4) 02/03/2025- Dog Training Elite- Outside/W-2 Employment- NOT INV Related- At Fort Pierce, FL- Start date 01/22/2025- 15 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-11 |
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