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920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-02-06 |
Branch Locations
106 E 7Th Street, Atlantic, IA 50022 • United States
920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
524 Market Street, Suite 102, Harian, IA 51537 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors | Atlantic | IA | 09/2014 | 12/2020 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 12/2020 | 01/2025 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 12/2020 | 01/2025 |
| Lpl Financial Llc | Atlantic | IA | 01/2025 | Present |
1.01/24/2025; Insurance Sales; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 12/24/2024; 1hrs/mth; 1hrs during trading 2.01/24/2025; MDA Financial, Inc; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 01/01/2013; 0hrs/mth; 5hrs during trading 3.02/03/2025; (HYBRID) Great Valley Advisor Group, Inc. / Great Valley Advisor Group, Inc.; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 12/23/2024; 160hrs/mth; 7hrs during trading; I provide investment advisory services to Great Valley Advisor Group, Inc, an independent investment advisor firm. I started this business activity in 2/2025. 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. 4.10/08/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name mda wealth management; Investment Related; at Reported Business Location(s); Start Date 09/02/2025; 140hrs/mth; 140hrs during trading 5.10/08/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name MDA Financial; Investment Related; at Reported Business Location(s); Start Date 09/02/2025; 5hrs/mth; 0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 1980-01-24 |
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