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Advisor at GREAT VALLEY ADVISOR GROUP, LLC
BERWYN, PA | Stillwater, 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 | Aug 15, 2026 | n/a | yes | Stillwater, MN|BERWYN, PA | Current employment |
| ADVANCED ADVISOR GROUP, LLC | Independent wealth | Nov 1, 2013 | Sep 10, 2026 | no | STILLWATER, MN|CAMBRIDGE, MN|CAMBRIDGE, MN|CAMBRIDGE, MN|Stillwater, MN|Stillwater, MN|Stillwater, MN | Previous registration |
| EFS ADVISORS | Bd affiliated wealth | Jun 9, 2010 | Sep 10, 2026 | no | CAMBRIDGE, MN|Stillwater, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EFS ADVISORS | ADVANCED ADVISOR GROUP, LLC | Sep 10, 2026 | Nov 1, 2013 | -4,696 | Firm change after gap | Ibd to RIA |
| ADVANCED ADVISOR GROUP, LLC | GREAT VALLEY ADVISOR GROUP, LLC | Sep 10, 2026 | Aug 15, 2026 | -26 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 115211:140393:MN:2026-09-10 | Sep 10, 2026 | Nov 1, 2013 | STILLWATER, MN | Firm change after gap |