Danielle Johanna Ives

Current Employers

Great Valley Advisor Group, Llc

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

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2023-12-12
AZ	RA	APPROVED	2021-09-20
PA	RA	APPROVED	2015-03-17

NJ RA
APPROVED

Since 2023-12-12
AZ RA
APPROVED

Since 2021-09-20
PA RA
APPROVED

Since 2015-03-17

Branch Locations

Wagener, SC • United States

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

780 Newtown-Yardley Road, Suite 310 Newtown Office Park, Newtown, PA 18940 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Lpl Financial Llc	Doylestown	PA	03/2015	Present
Great Valley Advisor Group, Inc.	Doylestown	DE	03/2015	Present

03/2015 → Present

Lpl Financial Llc

Doylestown, PA
03/2015 → Present

Great Valley Advisor Group, Inc.

Doylestown, DE

Previous Registrations

2008-01-01 → 2015-03-09

Wells Fargo Clearing Services, Llc

Doylestown, PA

Northfield, NJ

Linwood, NJ
2003-10-14 → 2008-01-01

A. G. Edwards & Sons, Inc.

Northfield, NJ

Northfield, NJ

St. Louis, MO

Other Businesses

(1) 03/06/2015 - DOYLESTOWN WEALTH MANAGEMENT - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - 90% - DOYLESTOWN, PA (2) 04/14/2015 - GREAT VALLEY ADVISOR GROUP, INC. - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR HYBRID. (3) 5/3/2018 - No Business Name - Not Investment Related - Corolla, NC 27927 - Real Estate Rental - Started: 04/02/2018 - 4 Hours Per Month/0 Hours During Securities Trading - Own a beach house. Rent out in the summer. (4) 4/15/2021 - Formation Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 4/8/2021 - 160 Hours Per Month/4 Hours During Securities Trading. (5) 01/08/2024 - Formation Financial - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 12/19/2023 - 80 Hours Per Month/ During Trading (6) 03/16/2026 - Protect and Surf Inc - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Wagener, SC - Start Date 03/13/2026 - 1 hour per month/ 0 hours during trading

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2000-03-04
S63	Uniform Securities Agent State Law Examination	1999-07-21

S65 Uniform Investment Adviser Law Examination

2000-03-04
S63 Uniform Securities Agent State Law Examination

1999-07-21

Other Names

Danielle Johanna Van Vooren

View on SEC IAPD