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

Sep 1, 2012earliest registration or exam on IAPD

Years in industry

14derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S66

First exam

Apr 10, 2024

First registration

Apr 11, 2024

Dual registered

yes, broker-dealer

Other names

Sam Wade

IAPD individual key

7837864

• Occurred

  Aug 8, 2025
  Advisor changed firm

  Samuel Thomas Wade left Equitable Advisors, Llc for Great Valley Advisor Group, Llc (registered 2025-10-01)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:74497822-4e29-ae82-b4f3-a17d98dcf5f7

First observed

Apr 11, 2024

Last observed

Sep 15, 2026 4 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.