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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-01-08 |
Branch Locations
549 Broadway 2Nd Floor, Massapequa, NY 11758 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Michael Goldsmith | North Merrick | NY | 01/1990 | Present |
| Lpl Financial Llc | Massapequa | NY | 01/2007 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 01/2024 | Present |
1. 03/28/2011 - NON-VARIABLE INSURANCE - FIXED INSURANCE THROUGH A GENERAL AGENT, FIXED, LIFE, HEALTH INSURANCE. - 10% OF TIME SPENT - MASSAPEQUA, NY 2. 03/28/2011 - TAX PREP/ACCOUNTING/BOOKKEEPING - INVESTAX, INC. - SEASONAL TAX PREPARATION. - TIME SPENT 30% - MASSAPEQUA, NY. 3. 09/23/2025 - Private Advisor Group - Registered Investment Advisor - Inv Rel - At reported business location(s) - Start date: 12/3/2024 - 160hrs/mnth 96 hrs during Trading. I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 12/2024. 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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-08-08 |
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