Best Investors
Account
Sign in
Best Investors
Account
Sign in
920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-01-21 |
Branch Locations
710 Commerce Drive, Suite 150, Woodbury, MN 55125 • 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 |
|---|---|---|---|---|
| Aerotek | Mendota Heights | MN | 09/2003 | 06/2017 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2017 | 03/2024 |
| Northwestern Mutual Investment Services Llc | Minneapolis | MN | 06/2017 | 03/2024 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 03/2020 | 03/2024 |
| Lpl Financial Llc | Woodbury | MN | 04/2024 | Present |
1) 03/27/2024 - Innovative Planning Group - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 2) 03/27/2024 - IPG Risk Management - Non-Variable Insurance - MN 55125 - Selling: Accident & Health, Life - Investment related - 20 Hours per month - Start date: 04/10/2024. 3) 02/03/2026 - Great Valley Advisor Group - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 01/28/2026 - 200 hours per month/ 100 hours during trading - I provide investment advisory services to Great Valley Advisor Group, Inc, an independent investment advisor firm. I started this business activity in 2/2026. I expect to spend approximately 200 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) 02/03/2026 - Great Valley Advisor Group - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 01/28/2026 - 200 hours per month/ 100 hours during trading - I provide investment advisory services to Great Valley Advisor Group, Inc, an independent investment advisor firm. I started this business activity in 2/2026. I expect to spend approximately 200 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-02 |
Reach out to this advisor