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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-07-22 |
| IA | RA | APPROVED | 2019-11-08 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
Cedar Rapids, IA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Cedar Rapids | IA | 07/2012 | Present |
| Advantage Investment Management Llc | Cedar Rapids | IA | 12/2008 | 12/2019 |
| Private Advisor Group, Llc | Cedar Rapids | IA | 09/2019 | Present |
1 1 06/22/2012 - JR Russo Inter Vivos Trust - Inv. related - Act in a Fiduciary Capacity 2. 11/11/2019 - Advantage Investment Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 10/31/2019 - 140 Hours Per Month/130 Hours During Securities Trading. 3. 5/26/2020 - Private Advisor Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 09/03/2019 - 160 Hours Per Month/160 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 5/2020. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 11/07/2023 - Private Advisor Group - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 11/03/2023 - 60 Hours Per Month/ During Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 11/7/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its service6s at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-19 |
| S63 | Uniform Securities Agent State Law Examination | 1989-07-11 |
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