This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

GREAT VALLEY ADVISOR GROUP, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Mar 9, 1989earliest registration or exam on IAPD

Years in industry

37derivedfrom the industry start date

Years at current firm

11derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Exams

S63|S65

First exam

Mar 9, 1989

First registration

Apr 21, 2010

Dual registered

yes, broker-dealer

IAPD individual key

1864123

Graph

RIA / Wealth Management

Canonical id

dfx:ria:174c9d08-32e8-9762-794d-e1d48d00ff1e

First observed

Apr 21, 2010

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.