STEVEN JAMES HOFFMAN is an investment adviser representative (IAR) with state registration records since 2007, appearing at 6 firms. Currently registered with GREAT VALLEY ADVISOR GROUP, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| GREAT VALLEY ADVISOR GROUP, LLC | 2021-05-21 | present | Yes |
| FILBRANDT WEALTH MANAGEMENT, LLC | 2018-02-01 | 2021-05-10 | — |
| FILBRANDT INVESTMENT ADVISERS INCORPORATED | 2016-08-16 | 2018-02-21 | — |
| BMO ASSET MANAGEMENT CORP. | 2012-06-08 | 2016-01-13 | — |
| M&I INVESTMENT MANAGEMENT CORP. | 2008-02-01 | 2012-06-08 | — |
| RBC CAPITAL MARKETS, LLC | 2007-04-17 | 2008-01-08 | — |