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920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-02-24 |
Branch Locations
903 S Hillcrest Pkwy, Altoona, WI 54720 • 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 |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 08/2023 | 05/2024 |
| Northwestern Mutual Investment Services Llc | Altoona | WI | 08/2023 | 05/2024 |
| Globe Life Family Heritage | Bloomington | MN | 03/2023 | 07/2023 |
| Baker Tilly Us | Madison | WI | 08/2022 | 03/2023 |
| Tax Associate | Eau Claire | WI | 06/2021 | 07/2022 |
| Olsen Thielen | Eden Prairie | MN | 01/2020 | 06/2021 |
| Advance Auto Parts | Eau Claire | WI | 05/2019 | 12/2019 |
| Olsen Thielen | Eden Prairie | MN | 01/2019 | 04/2019 |
| Markquart Menomonie | Menomonie | WI | 05/2018 | 12/2018 |
| Advisors Management Group | Eau Claire | WI | 01/2018 | 04/2018 |
| Markquart Toyota | Chippewa Falls | WI | 08/2016 | 12/2017 |
| Unemployed | Altoona | WI | 05/2024 | 08/2024 |
| North Point Advisor Group | Altoona | WI | 08/2024 | Present |
| Lpl Financial Llc | Altoona | WI | 07/2024 | Present |
1 - 08/21/2024 - North Point Advisor Group, LLC - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 8 Hours During Trading - At reported business location(s). 2- 09/03/2024 - Great Valley Advisor Group, Inc - Registered Investment Advisor Hybrid - Admin - Investment Related - At Reported Business Location(s) - Start Date 08/05/2024 - 160 Hours Per Month/ 40 Hours During Trading - I provide administrative support to Great Valley Advisor Group, Inc., an independent investment advisor firm. I started this business activity in 9/2024. 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-28 |
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