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Advisor at GREAT VALLEY ADVISOR GROUP, LLC
INVER GROVE, MN | MENDOTA HEIGHTS, MN | Mendota Heights, MN | Bonita Springs, FL | BERWYN, PA | Edina, MN | BONITA SPRINGS, FL
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 | Nov 13, 2023 | n/a | yes | Mendota Heights, MN|Bonita Springs, FL|BERWYN, PA|Edina, MN | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Jul 27, 2012 | n/a | yes | MENDOTA HEIGHTS, MN|BONITA SPRINGS, FL|INVER GROVE, MN | Current employment |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Sep 6, 2006 | Nov 18, 2010 | no | WAYZATA, MN|WAYZATA, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | LPL FINANCIAL LLC | Nov 18, 2010 | Jul 27, 2012 | 617 | Firm change after gap | Other |