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920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-03-03 |
Branch Locations
110 Pennsylvania Ave, Ste 101, Bangor, PA 18013 • 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 |
|---|---|---|---|---|
| Warren County Prosecutor's Office | Belvidere | NJ | 02/2016 | 09/2019 |
| How Can We Help Llc | Bangor | PA | 09/2019 | Present |
| Great Valley Advisor Group | Bangor | PA | 03/2026 | Present |
1) 03/2026 - GVA Wealth Management - DBA for IAR business - Investment-related - 110 Pennsylvania Ave, Ste 101, Bangor PA 18013 - IAR - 160Hrs/Month 2) 09/2019 - How We Can Help LLC - Tax Preparer/Clerk - Part Time Jan thru April - 20-45 hrs/week
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-20 |
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