Robert Steven Schmauk

Current Employers

Employment History

• 05/2017 → 08/2017
  Great Valley Advisor Group
  Paoli, PA
• 08/2015 → 05/2019
  The Pennsylvania State University
  State College, PA
• 05/2018 → 08/2018
  Doylestown Wealth Management - Lpl Financial Llc
  Doylestown, PA
• 06/2018 → Present
  Lpl Financial Llc
  Paoli, PA
• 06/2019 → 08/2024
  Valor Asset Management
  Paoli, PA

Other Businesses

1) 06/19/2019 - DBA for LPL Business (entity for LPL business) - Great Valley Advisor Group - 100% - INVESTMENT RELATED - At Reported Business Location(s) - 0 Hrs/Mth - 0 Hrs During Trading. 2) 06/25/2019 - Great Valley Advisor Group, Inc - Investment related - IAR - At reported business location(s) - Registered Investment Advisor Hybrid - start date:2019 - 160 hrs/mo - 8 hrs during trading - I provide investment advisory services through Great Valley Advisor Group, Inc., an independent investment advisor firm. I started this business activity in June 2019. 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. 3) 12/20/2022 - Great Valley Advisor Group, Inc.- DBA: Stonebridge Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date - 01/01/2023 - 248 Hours Per Month/6 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Great Valley Advisor Group, Inc. an independent investment advisor firm. I started this business activity in 12/2022. I expect to spend approximately 248 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, nature of its business, its owners and its services at http://www.adviserinfo.sec.gov/IAPD. This firm is separate and independent of LPL Financial. 4) 4/4/2023 - Stonebridge Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 01/01/2023 - 248 Hours Per Month/6 Hours During Securities Trading 5) 06/25/2025 - Crump Life Insurance Services - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date:06/10/2025 - 2 Hrs/Mth - 1 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2018-07-25

Other Names

• Robert Steven Schmauk