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Current Employers
Great Valley Advisor Group, Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2018-02-01
  • PA RA
    APPROVED
    Since 2018-02-01

Branch Locations

2200 Flowing Spring Rd, Chester Springs, PA 19425 • 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
Lpl Financial Llc Wilmington DE 09/2009 Present
Great Valley Advisor Group, Inc. Wilmington DE 04/2015 Present
  • 09/2009 → Present
    Lpl Financial Llc
    Wilmington, DE
  • 04/2015 → Present
    Great Valley Advisor Group, Inc.
    Wilmington, DE
Other Businesses

1. 05/19/2014: OLD SCHOOL HOUSE PROPERTIES - INV REL - 2200 FLOWING SPRINGS ROAD, CHESTER SPRINGS, PA 19425 - REAL ESTATE RENTAL - 1% OF TIME SPENT - PARTIAL OWNER 2. 05/19/2014: 1200 PENNSYLVANIA PROPERTIES, LP - INV REL - 1200 PENNSYLVANIA AVENUE, WILMINGTON, DELAWARE 19806 - REAL ESTATE RENTAL - 1% OF TIME SPENT - PARTIAL OWNER 3. 03/24/2015: GREAT VALLEY ADVISOR GROUP - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S) - START 10/01/2013 - 20 HR/MO ALL DURING SECS TRDG HRS 4. 04/08/2015: GREAT VALLEY ADVISOR GROUP - INV REL - 2728 COUNTY ROAD D EAST, WHITE BEAR LAKE, MN 55110 - REGISTERED INVESTMENT ADVISOR HYBRID: GREAT VALLEY ADVISOR GROUP - START 03/21/2014 - 5 HR/MO NONE DURING SECS TRDG HRS - IAR 5. 04/30/2015 - TODD AND TODD, LLP - NOT INV REL - TAX PREP/ACCOUNTING/CPA - START 01/01/2005 - 60 Hrs/Mth - 3 Hrs During Trading. 6. 02/18/2016 - CHESTER SPRINGS FINANCIAL GROUP - INV REL - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - START 02/18/2016 - 15 HOURS PER MONTH, 1 DURING TRADING - INVERSTMENT SERVICES FOR LPL BUSINESS 7. 02/18/2016 - DOYLESTOWN WEALTH MANAGEMENT - INV REL - 2200 FLOWING SPRINGS ROAD CHESTER SPRINGS PA 19425 - DBA for LPL Business (entity for LPL business) - START 02/16/2016 - 5 HOURS PER MONTH, 1 DURING TRADING - DBA FOR ADVISORS UNDER MY OSJ 8. 12/13/2018 - 165 W ASHLAND STREET, LLC - Investment Related - DOYLESTOWN, PA - Real Estate Rental - Started 09/24/2018 - 1 Hour Per Month/0 Hours During Securities Trading. 9. 10/21/2020 - No Business Name - Investment Related - SURF CITY, NJ - Real Estate Rental - Started 04/22/2016 - 0 Hours Per Month - SUMMER BEACH RENTAL. 10. 05/22/2024 - GVA WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/16/2024 - 5 Hours Per Month/ 1 Hour During Trading 11. 06/14/2024 - GVA RETIREMENT PARTNERS - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2024 - 5 Hours Per Month/ 1 Hour During Trading 12. 09/30/2024 - GREAT VALLEY ADVISORS RETIREMENT PARTNERS - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2024 - 5 hrs a mth/ 1 hr during trading. 13) 08/25/2025 - GVA ASSET MANAGEMENT - Investment Related -DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:08/20/2025 - 1 Hrs/Mth - 1 Hrs During Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-02-01
S63 Uniform Securities Agent State Law Examination 1998-08-27
  • S66 Uniform Combined State Law Examination
    2018-02-01
  • S63 Uniform Securities Agent State Law Examination
    1998-08-27
Other Names
  • Ryan C Todd

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