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920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-11-04 |
Branch Locations
515 N. Main Street, Doylestown, PA 18901 • 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 |
|---|---|---|---|---|
| Pruco Securities Llc | Warrington | PA | 03/2023 | 11/2024 |
| Ditech Financial Llc | Fort Washington | PA | 09/2016 | 11/2018 |
| Newrez Llc | Plymouth Meeting | PA | 12/2018 | 01/2019 |
| Quicken Loans Inc. | Detroit | MI | 07/2019 | 03/2020 |
| Lakeview Loan Servicing, Llc | Horsham | PA | 03/2020 | 03/2021 |
| American Post And Rail | Bensalem | PA | 04/2021 | 06/2022 |
| Nexa Mortgage, Llc | Bethlehem | PA | 07/2022 | 08/2023 |
| Unemployed | Bensalem | PA | 01/2019 | 07/2019 |
| The Prudential Insurance Company Of America | Warrington | PA | 08/2023 | 10/2025 |
| Lpl Enterprise, Llc | Warrington | PA | 11/2024 | 10/2025 |
| After The Stork | Huntingdon Valley | PA | 08/2025 | 10/2025 |
| Lpl Financial | Doylestown | PA | 11/2025 | Present |
1- 10/2025 / Paragon Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 160 hrs during trading / At reported business location(s) 2 - 11/11/2025 - Great Valley Advisor Group, Inc. - Registered Investment Advisor Hybrid - Financial Advisor - Investment Related - At Reported Business Location(s) - Start Date 11/03/2025 - 160 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 11/2025. 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. 3- 11/11/2025 - Paragon Wealth Management - Registered Investment Advisor DBA - Financial Advisor - Investment Related - At Reported Business Location(s) - Start Date 11/03/2025 - 160 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 11/2025. 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-24 |
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