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Current Employers
Great Valley Advisor Group, Llc

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-02-24
  • WI RA
    APPROVED
    Since 2025-02-24

Branch Locations

903 S Hillcrest Pkwy, Altoona, WI 54720 • 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
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
  • 08/2023 → 05/2024
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 08/2023 → 05/2024
    Northwestern Mutual Investment Services Llc
    Altoona, WI
  • 03/2023 → 07/2023
    Globe Life Family Heritage
    Bloomington, MN
  • 08/2022 → 03/2023
    Baker Tilly Us
    Madison, WI
  • 06/2021 → 07/2022
    Tax Associate
    Eau Claire, WI
  • 01/2020 → 06/2021
    Olsen Thielen
    Eden Prairie, MN
  • 05/2019 → 12/2019
    Advance Auto Parts
    Eau Claire, WI
  • 01/2019 → 04/2019
    Olsen Thielen
    Eden Prairie, MN
  • 05/2018 → 12/2018
    Markquart Menomonie
    Menomonie, WI
  • 01/2018 → 04/2018
    Advisors Management Group
    Eau Claire, WI
  • 08/2016 → 12/2017
    Markquart Toyota
    Chippewa Falls, WI
  • 05/2024 → 08/2024
    Unemployed
    Altoona, WI
  • 08/2024 → Present
    North Point Advisor Group
    Altoona, WI
  • 07/2024 → Present
    Lpl Financial Llc
    Altoona, WI
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-22
S63 Uniform Securities Agent State Law Examination 2023-10-28
  • S65 Uniform Investment Adviser Law Examination
    2025-02-22
  • S63 Uniform Securities Agent State Law Examination
    2023-10-28
Other Names
  • Brenden Aaron Cullen

View on SEC IAPD

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