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920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-10 |
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