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Current Employers
Great Valley Tax & Financial Services

Paoli, PA • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-01-07
  • PA RA
    APPROVED
    Since 2026-01-07

Branch Locations

Paoli, PA • 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
Great Valley Tax & Financial Services Paoli PA 09/2024 Present
Ascensus Dresher PA 10/2022 07/2023
Mng Health Bensalem PA 03/2022 10/2022
4U Platform Lemont IL 08/2021 02/2022
Vanguard Malvern PA 03/2017 08/2021
Comcast Cable Philadelphia PA 07/2012 03/2017
Unemployed Paoli PA 07/2023 09/2024
  • 09/2024 → Present
    Paoli, PA
  • 10/2022 → 07/2023
    Ascensus
    Dresher, PA
  • 03/2022 → 10/2022
    Mng Health
    Bensalem, PA
  • 08/2021 → 02/2022
    4U Platform
    Lemont, IL
  • 03/2017 → 08/2021
    Vanguard
    Malvern, PA
  • 07/2012 → 03/2017
    Comcast Cable
    Philadelphia, PA
  • 07/2023 → 09/2024
    Unemployed
    Paoli, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-11
  • S65 Uniform Investment Adviser Law Examination
    2025-07-11
Other Names
  • Alev Cieslinski

View on SEC IAPD

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