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Advisor at GREAT VALLEY ADVISOR GROUP, LLC
BERWYN, PA | PASADENA, CA
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 | May 3, 2021 | n/a | yes | PASADENA, CA|BERWYN, PA | Current employment |
| U.S. FINANCIAL ADVISORS | Former SEC adviser | Sep 20, 2013 | Jun 4, 2021 | no | GLENDALE, CA|Pasadena, CA | Previous registration |
| CTA WEALTH ADVISORS, INC. | Independent wealth | Mar 20, 2001 | Sep 27, 2013 | no | BURBANK, CA | Previous registration |
| CETERA ADVISOR NETWORKS LLC | Former SEC adviser | Dec 15, 1998 | Sep 20, 2013 | no | BURBANK, CA|LANCASTER, CA|BURBANK, CA|PASADENA, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| U.S. FINANCIAL ADVISORS | GREAT VALLEY ADVISOR GROUP, LLC | Jun 4, 2021 | May 3, 2021 | -32 | Firm change after gap | RIA to RIA |
| CTA WEALTH ADVISORS, INC. | U.S. FINANCIAL ADVISORS | Sep 27, 2013 | Sep 20, 2013 | -7 | Firm change | Other |
| CETERA ADVISOR NETWORKS LLC | CTA WEALTH ADVISORS, INC. | Sep 20, 2013 | Mar 20, 2001 | -4,567 | Firm change after gap | Other |