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Current Employers
Great Valley Advisor Group, Llc

920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-11-04
  • PA RA
    APPROVED
    Since 2025-11-04

Branch Locations

515 N. Main Street, Doylestown, PA 18901 • United States

920 Cassatt Road Suite 202, Berwyn, PA 19312 • 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
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
  • 03/2023 → 11/2024
    Warrington, PA
  • 09/2016 → 11/2018
    Ditech Financial Llc
    Fort Washington, PA
  • 12/2018 → 01/2019
    Newrez Llc
    Plymouth Meeting, PA
  • 07/2019 → 03/2020
    Quicken Loans Inc.
    Detroit, MI
  • 03/2020 → 03/2021
    Lakeview Loan Servicing, Llc
    Horsham, PA
  • 04/2021 → 06/2022
    American Post And Rail
    Bensalem, PA
  • 07/2022 → 08/2023
    Nexa Mortgage, Llc
    Bethlehem, PA
  • 01/2019 → 07/2019
    Unemployed
    Bensalem, PA
  • 08/2023 → 10/2025
    The Prudential Insurance Company Of America
    Warrington, PA
  • 11/2024 → 10/2025
    Warrington, PA
  • 08/2025 → 10/2025
    After The Stork
    Huntingdon Valley, PA
  • 11/2025 → Present
    Lpl Financial
    Doylestown, PA
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-24
  • S66 Uniform Combined State Law Examination
    2023-07-24
Other Names
  • Jeremy D Kerr

View on SEC IAPD

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