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 22, 2005earliest registration or exam on IAPD

Years in industry

20derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63|S65

First exam

Sep 22, 2005

First registration

Jan 17, 2007

Dual registered

no

Other names

James Shoup|Jamie Shoup

IAPD individual key

4925775

• Occurred

  Mar 18, 2025
  Advisor changed firm

  James Otto Shoup left Prepared Retirement Institute Llc for Great Valley Advisor Group, Llc (registered 2025-03-17)

  Form ADVobserved 6 days ago
• Occurred

  Apr 12, 2024
  Advisor changed firm

  James Otto Shoup left Geneos Wealth Management, Inc. for Prepared Retirement Institute Llc (registered 2020-11-09)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:bcc6e25f-4576-d8af-eb1a-962258e94daf

First observed

Jan 17, 2007

Last observed

Sep 14, 2026 7 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.