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Great Valley Advisor Group, LLC CRD 123913
$10.6B regulatory AUM 55 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-07-24 |
Branch Locations
12 Long Lake Road #5, Mahtomedi, MN 55115 • 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 |
|---|---|---|---|---|
| North Point Advisor Group | 12 Long Lake Road #5 | MN | 02/2024 | Present |
| White Bear Basketball | White Bear Lake | MN | 10/2023 | 01/2024 |
| Highpoint Trading Llc | Minneapolis | MN | 01/2021 | 10/2023 |
| University Of Mn | Minneapolis | MN | 09/2019 | 05/2023 |
| White Bear Lake School | White Bear Lake | MN | 01/2014 | 09/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-24 |
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