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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-01 |
| IN | RA | APPROVED | 2019-10-24 |
Branch Locations
2020 Union St Ste 400, Lafayette, IN 47904-2694 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advantage Investment Management | Lafayette | IN | 11/2009 | 12/2019 |
| Lpl Financial, Llc | Lafayette | IN | 08/2012 | Present |
| Private Advisor Group, Llc | Lafayette | IN | 10/2019 | Present |
1. 4/11/2013: CORNERSTONE FINANCIAL - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 4/18/2013: CORNERSTONE FINANCIAL - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE - TIME SPENT 2% - SELL INSURANCE TERM AND LONG TERM CARE. 3. 12/19/2019 - Private Advisor Group - DBA: (Hybrid) Cornerstone Financial - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 09/03/2019 - 160 Hours Per Month/130 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 12/2019. 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. 12/19/2019 - Private Advisor Group, LLC - DBA: (Hybrid) Private Advisor Group - 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 12/2019. 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 | 1989-04-27 |
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