DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Arrivals at Great Valley Advisor Group, LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Brian Thomas Limborg | Advanced Advisor Group, LLC independent RIA | Great Valley Advisor Group, LLC independent RIA | RIA to RIA | Sep 10, 2026 | Aug 15, 2026 |
| Claire Delaney Hart | National Wealth Management Group, LLC independent RIA | Great Valley Advisor Group, LLC independent RIA | RIA to RIA | Feb 9, 2026 | Mar 6, 2026 |
| Roger Alan Anderson | The Capital Advisory Group Advisory Services, LLC independent RIA | Great Valley Advisor Group, LLC independent RIA | RIA to RIA | Jan 6, 2026 | Jan 8, 2026 |
| Todd Joseph Morris | The Capital Advisory Group Advisory Services, LLC independent RIA | Great Valley Advisor Group, LLC independent RIA | RIA to RIA | Jan 6, 2026 | Jan 5, 2026 |
| Robert Taylor Anderson | The Capital Advisory Group Advisory Services, LLC independent RIA | Great Valley Advisor Group, LLC independent RIA | RIA to RIA | Jan 6, 2026 | Jan 5, 2026 |
| Michael Edward Tindall | Advisory Services Network independent RIA | Great Valley Advisor Group, LLC independent RIA | RIA to RIA | Dec 31, 2025 | Dec 21, 2025 |
| Elizabeth Madonna | Steward Partners Investment Advisory, LLC BD affiliated | Great Valley Advisor Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 15, 2025 | Dec 5, 2025 |
| George Robert Plock | LPL Financial LLC BD affiliated | Great Valley Advisor Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 17, 2025 | Nov 7, 2025 |
| Aaron Robert Harwood | Wealth Teams Alliance independent RIA | Great Valley Advisor Group, LLC independent RIA | RIA to RIA | Nov 6, 2025 | Nov 7, 2025 |
| Seth Charles Hansvick | Thrivent Investment Management Inc. BD affiliated | Great Valley Advisor Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 21, 2025 | Oct 21, 2025 |
| Jeremy David Kerr | LPL Enterprise, LLC BD affiliated | Great Valley Advisor Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 13, 2025 | Nov 4, 2025 |
| Eric J. Hough | Scire Capital Partners, LLC unclassified | Great Valley Advisor Group, LLC independent RIA | Other | Sep 19, 2025 | Sep 22, 2025 |
| Robert Francis Sieja | LPL Financial LLC BD affiliated | Great Valley Advisor Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 12, 2025 | May 22, 2023 |
| Kaylee Ann Mcclellan | Ameriprise Financial Services, LLC national BD | Great Valley Advisor Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 18, 2025 | Sep 11, 2025 |
| Samuel Thomas Wade | Equitable Advisors, LLC national BD | Great Valley Advisor Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 8, 2025 | Oct 1, 2025 (54 d) |
| John Paul Napolitano | U.S. Financial Advisors independent RIA | Great Valley Advisor Group, LLC independent RIA | RIA to RIA | Jul 25, 2025 | Aug 21, 2023 |
| Jared Steven Deutsch | MML Investors Services, LLC BD affiliated | Great Valley Advisor Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 2, 2025 | Jul 28, 2025 |
| William Guyton Allen | Maryland Financial Group, Inc. independent RIA | Great Valley Advisor Group, LLC independent RIA | RIA to RIA | Jun 16, 2025 | Mar 24, 2025 |
| James Otto Shoup | Prepared Retirement Institute LLC independent RIA | Great Valley Advisor Group, LLC independent RIA | RIA to RIA | Mar 18, 2025 | Mar 17, 2025 |
| John Hilmer | Maryland Financial Group, Inc. independent RIA | Great Valley Advisor Group, LLC independent RIA | RIA to RIA | Feb 20, 2025 | Feb 3, 2025 |
| Mark Anthony Rossbach | Maryland Financial Group, Inc. independent RIA | Great Valley Advisor Group, LLC independent RIA | RIA to RIA | Feb 19, 2025 | Feb 16, 2025 |
| David Benjamin Hart | Maryland Financial Group, Inc. independent RIA | Great Valley Advisor Group, LLC independent RIA | RIA to RIA | Feb 19, 2025 | Feb 5, 2025 |
| Jeffrey M Judge | Maryland Financial Group, Inc. independent RIA | Great Valley Advisor Group, LLC independent RIA | RIA to RIA | Feb 19, 2025 | Feb 15, 2025 |
| H Paul Friedman | Maryland Financial Group, Inc. independent RIA | Great Valley Advisor Group, LLC independent RIA | RIA to RIA | Feb 19, 2025 | Feb 3, 2025 |
| Christopher Alan Swanson | Summit Investment Advisory Services independent RIA | Great Valley Advisor Group, LLC independent RIA | RIA to RIA | Feb 6, 2025 | Feb 14, 2025 |
| Michael Dale Allen | Cambridge Investment Research Advisors, Inc. BD affiliated | Great Valley Advisor Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 29, 2025 | Feb 6, 2025 |
| Brian Weber Chew | Hornor, Townsend & Kent, LLC BD affiliated | Great Valley Advisor Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 17, 2025 | Jan 16, 2025 |
| Erin Marie Freund | Principal Securities, Inc. BD affiliated | Great Valley Advisor Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 28, 2024 | Oct 17, 2024 |
| Sarah Louise Johnson | Yes Wealth Management independent RIA | Great Valley Advisor Group, LLC independent RIA | RIA to RIA | Oct 10, 2024 | Oct 1, 2024 |
| Anurati A Patel | Maryland Financial Group, Inc. independent RIA | Great Valley Advisor Group, LLC independent RIA | RIA to RIA | Oct 3, 2024 | Sep 27, 2024 |
| Rosemarie Theresa Dempsey | Hornor, Townsend & Kent, LLC BD affiliated | Great Valley Advisor Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 1, 2024 | Oct 2, 2024 |
| Vincent Patrick Pagano | Hornor, Townsend & Kent, LLC BD affiliated | Great Valley Advisor Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 30, 2024 | Aug 29, 2024 |
| Joshua Ryan Decker | Advanced Advisor Group, LLC independent RIA | Great Valley Advisor Group, LLC independent RIA | RIA to RIA | Aug 28, 2024 | Jul 29, 2024 |
| Matthew Wayne Martinson | Efs Advisors BD affiliated | Great Valley Advisor Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 28, 2024 | Jul 30, 2024 |
| Joseph Mark Petry | Ameriprise Financial Services, LLC national BD | Great Valley Advisor Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 20, 2024 | Sep 6, 2024 |
| Carmen Maria Bolius Andrews | Merit Financial Advisors independent RIA | Great Valley Advisor Group, LLC independent RIA | RIA to RIA | Aug 1, 2024 | Aug 2, 2024 |
| Christopher Nelson | Hornor, Townsend & Kent, LLC BD affiliated | Great Valley Advisor Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 31, 2024 | Aug 1, 2024 |
| Nicholas Richard Weidman | Hornor, Townsend & Kent, LLC BD affiliated | Great Valley Advisor Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 31, 2024 | Jul 31, 2024 |
| Jason L Delcollo | Hornor, Townsend & Kent, LLC BD affiliated | Great Valley Advisor Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 18, 2024 | Jul 18, 2024 |
| David John Balint | Hornor, Townsend & Kent, LLC BD affiliated | Great Valley Advisor Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 18, 2024 | Jul 18, 2024 |
| Michelle Ann Maciosek | Morgan Stanley wirehouse | Great Valley Advisor Group, LLC independent RIA | Wirehouse to independent RIA | Jun 18, 2024 | Aug 1, 2024 (44 d) |
| Kevin David Rafferty | Hornor, Townsend & Kent, LLC BD affiliated | Great Valley Advisor Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 18, 2024 | Jun 18, 2024 |
| Ryan John Shanley | Jacobi Capital Management, LLC independent RIA | Great Valley Advisor Group, LLC independent RIA | RIA to RIA | Jun 14, 2024 | Jun 13, 2024 |
| Andrea S Schrieffer | Northwestern Mutual Investment Services,LLC no RAUM | Great Valley Advisor Group, LLC independent RIA | Other | May 28, 2024 | May 16, 2024 |
| Vicki Lynn Kaminski | Select Advisor Group, Inc. unclassified | Great Valley Advisor Group, LLC independent RIA | Other | Mar 27, 2024 | Nov 29, 2023 |
| Leif Jacob Briel | Northwestern Mutual Investment Services,LLC no RAUM | Great Valley Advisor Group, LLC independent RIA | Other | Nov 13, 2023 | Nov 13, 2023 |
| Brian J Samec | Northwestern Mutual Investment Services,LLC no RAUM | Great Valley Advisor Group, LLC independent RIA | Other | Sep 29, 2023 | Sep 22, 2023 |
| Benjamin Joseph Johnson | Yes Wealth Management independent RIA | Great Valley Advisor Group, LLC independent RIA | RIA to RIA | Sep 29, 2023 | Sep 10, 2025 (712 d) |
| Michael Bradley Englund | Northwestern Mutual Investment Services,LLC no RAUM | Great Valley Advisor Group, LLC independent RIA | Other | Sep 25, 2023 | Sep 15, 2023 |
| Elizabeth Gosek | Next Financial Group, Inc. BD affiliated | Great Valley Advisor Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 13, 2023 | Aug 11, 2023 |
| Trevor Campbell | Northwestern Mutual Investment Services,LLC no RAUM | Great Valley Advisor Group, LLC independent RIA | Other | Jun 27, 2023 | Jan 23, 2024 (210 d) |
| Peter Anthony Augustine | Wells Fargo Advisors wirehouse | Great Valley Advisor Group, LLC independent RIA | Wirehouse to independent RIA | May 17, 2023 | May 8, 2023 |
| Sean Patrick Buchanan | Wells Fargo Advisors wirehouse | Great Valley Advisor Group, LLC independent RIA | Wirehouse to independent RIA | May 17, 2023 | May 8, 2023 |
| Jodi Kay Gibson | Cetera Advisor Networks LLC BD affiliated | Great Valley Advisor Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 3, 2023 | May 1, 2023 |
| Jordan Thomas Wold | Cetera Advisor Networks LLC BD affiliated | Great Valley Advisor Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 3, 2023 | May 1, 2023 |
| Sarah Ann Noble | Ais Planning independent RIA | Great Valley Advisor Group, LLC independent RIA | RIA to RIA | Apr 26, 2023 | May 5, 2023 |
| Michael R. Danjczek | Brighter Financial Capital Management, LLC independent RIA | Great Valley Advisor Group, LLC independent RIA | RIA to RIA | Mar 21, 2023 | Mar 20, 2023 |
| Kristen Lyn Money | Brighter Financial Capital Management, LLC independent RIA | Great Valley Advisor Group, LLC independent RIA | RIA to RIA | Mar 21, 2023 | Mar 17, 2023 |
| Nicholas David Dalessandro | Seia BD affiliated | Great Valley Advisor Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 13, 2023 | Aug 22, 2024 (528 d) |
| George Thomas Clarke | U.S. Financial Advisors independent RIA | Great Valley Advisor Group, LLC independent RIA | RIA to RIA | Mar 7, 2023 | Mar 13, 2023 |
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190 moves match.