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Advisor at GREAT VALLEY ADVISOR GROUP, LLC
Braintree, MA | 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 | May 13, 2021 | n/a | yes | BERWYN, PA|Braintree, MA | Current employment |
| U.S. FINANCIAL ADVISORS | Former SEC adviser | Apr 2, 2008 | Jun 4, 2021 | no | WILMINGTON, DE | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| U.S. FINANCIAL ADVISORS | GREAT VALLEY ADVISOR GROUP, LLC | Jun 4, 2021 | May 13, 2021 | -22 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 108763:123913:DE:2021-06-03 | Jun 4, 2021 | May 13, 2021 | WILMINGTON, DE | Firm change |