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Current Employers
Great Valley Advisor Group, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-10-01
  • MN RA
    APPROVED
    Since 2025-10-01

Branch Locations

301 Carlson Parkway, Suite 140, Minnetonka, MN 55305 • 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
Equitable Advisors Llc New York NY 11/2023 07/2025
Unemployed Mahtomedi MN 06/2023 10/2023
All Seasons Golf Minnetonka MN 08/2022 07/2023
Keller Williams Integrity Edina Edina MN 03/2022 02/2023
Hagstrom Builders Lake Elmo MN 11/2021 07/2022
Keller Williams Premier North Suburban Vadnais Heights MN 03/2022 02/2023
White Bear Yacht Club White Bear Lake MN 06/2020 11/2021
Patriot Realty Falcon Heights MN 07/2018 12/2020
Marcus & Millichap Minneapolis MN 06/2016 02/2017
Spring Hill Golf Club Wayzata MN 05/2013 10/2018
University Of St. Thomas St. Paul MN 09/2012 01/2017
Lpl Financial Eau Claire WI 09/2025 Present
Unemployed Mahtomedi MN 07/2025 09/2025
Great Valley Advisor Group Edina MN 09/2025 Present
  • 11/2023 → 07/2025
    New York, NY
  • 06/2023 → 10/2023
    Unemployed
    Mahtomedi, MN
  • 08/2022 → 07/2023
    All Seasons Golf
    Minnetonka, MN
  • 03/2022 → 02/2023
    Keller Williams Integrity Edina
    Edina, MN
  • 11/2021 → 07/2022
    Hagstrom Builders
    Lake Elmo, MN
  • 03/2022 → 02/2023
    Keller Williams Premier North Suburban
    Vadnais Heights, MN
  • 06/2020 → 11/2021
    White Bear Yacht Club
    White Bear Lake, MN
  • 07/2018 → 12/2020
    Patriot Realty
    Falcon Heights, MN
  • 06/2016 → 02/2017
    Marcus & Millichap
    Minneapolis, MN
  • 05/2013 → 10/2018
    Spring Hill Golf Club
    Wayzata, MN
  • 09/2012 → 01/2017
    University Of St. Thomas
    St. Paul, MN
  • 09/2025 → Present
    Lpl Financial
    Eau Claire, WI
  • 07/2025 → 09/2025
    Unemployed
    Mahtomedi, MN
  • 09/2025 → Present
    Great Valley Advisor Group
    Edina, MN
Previous Registrations
Other Businesses

1- 09/30/2025 / DSB Rock Island Wealth Management, LLC / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mnth / 160 hrs during trading / start 10/02/2025 2. 10/07/2025 - Great Valley Advisor Group, LLC - Registered Investment Advisor Hybrid - Inv rel - At reported business location(s) - Start date: 10/2/2025 - 160hrs/mnth during trading . I provide investment advisory services through Great Vallet Advisor Group, LLC, LLC, an independent investment advisor firm. I started this business activity in 10/2025. 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 2024-04-10
  • S66 Uniform Combined State Law Examination
    2024-04-10
Other Names
  • Sam Wade

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