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

Dec 1, 1999earliest registration or exam on IAPD

Years in industry

26derivedfrom the industry start date

Years at current firm

12derivedfrom the current registration's begin date

Prior firms

2

Current registrations

2

Registered states

2

Designations

Certified Financial Planner

Exams

S66

First exam

Dec 28, 1999

First registration

Apr 12, 2001

Dual registered

yes, broker-dealer

Other names

CHRIS SWANSON

IAPD individual key

4075086

• Occurred

  Feb 6, 2025
  Advisor changed firm

  Christopher Alan Swanson left Summit Investment Advisory Services for Great Valley Advisor Group, Llc (registered 2025-02-14)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2f74ad34-2065-0f19-7a35-c1ed74e46b1e

First observed

Apr 12, 2001

Last observed

Sep 15, 2026 6 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.