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Advisor at GREAT VALLEY ADVISOR GROUP, LLC
Allentown, PA | BERWYN, PA
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 1, 2024 | n/a | yes | Allentown, PA|BERWYN, PA | Current employment |
| HORNOR, TOWNSEND & KENT, LLC | Independent wealth | Mar 15, 2016 | Jul 31, 2024 | no | CONSHOHOCKEN, PA|ALLENTOWN, PA | Previous registration |
| MSI FINANCIAL SERVICES, INC. | Former SEC adviser | Feb 3, 2011 | Mar 2, 2016 | no | PLYMOUTH MEETING, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HORNOR, TOWNSEND & KENT, LLC | GREAT VALLEY ADVISOR GROUP, LLC | Jul 31, 2024 | Aug 1, 2024 | 1 | Firm change | Ibd to RIA |
| MSI FINANCIAL SERVICES, INC. | HORNOR, TOWNSEND & KENT, LLC | Mar 2, 2016 | Mar 15, 2016 | 13 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 4031:123913:PA:2024-07-31 | Jul 31, 2024 | Aug 1, 2024 | ALLENTOWN, PA | Firm change |
| 14251:4031:PA:2016-03-02 | Mar 2, 2016 | Mar 15, 2016 | PLYMOUTH MEETING, PA | Firm change |