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Advisor at GREAT VALLEY ADVISOR GROUP, LLC
BERWYN, PA | Minnetonka, MN
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| GREAT VALLEY ADVISOR GROUP, LLC | Independent wealth | Jan 5, 2026 | n/a | yes | Minnetonka, MN|BERWYN, PA | Current employment |
| THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | Former SEC adviser | Nov 11, 2025 | Jan 6, 2026 | no | PHOENIX, AZ|Bloomington, MN | Previous registration |
| CENTURION FINANCIAL STRATEGIES LLC | State registered | Feb 2, 2024 | Jul 1, 2024 | no | BLOOMINGTON, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | GREAT VALLEY ADVISOR GROUP, LLC | Jan 6, 2026 | Jan 5, 2026 | -1 | Firm change | RIA to RIA |
| CENTURION FINANCIAL STRATEGIES LLC | THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | Jul 1, 2024 | Nov 11, 2025 | 498 | Firm change after gap | Other |