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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-07 |
Branch Locations
5900 N. Burdick St, Ste 100, East Syracuse, NY 13057 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | East Syracuse | NY | 01/2013 | Present |
| Private Advisor Group, Llc | East Syracuse | NY | 06/2013 | Present |
(1) 01/02/2013 - No Business Name - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE - Time Spent 2% - SELL FIXED INSURANCE. (2) 6/25/2013 - PRIVATE ADVISOR GROUP, LLC - DBA: (HYBRID) PRIVATE ADVISOR GROUP - Investment Related - At Reported Business Location(s) - REGISTERED INVESTMENT ADVISOR - 5% OF TIME SPENT - PROVIDE FINANCIAL PLANNING AND ASSET MANAGEMENT FOR A FEE. (3) 4/21/2017 - HighPoint Advisors, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/02/2013 - 800 Hours Per Month During Securities Trading. (4) 5/10/2017 - PRIVATE ADVISOR GROUP, LLC - DBA: (Hybrid) HighPoint Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 01/02/2013 - 160 Hours Per Month During Securities Trading - Provide advisory services.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-09-15 |
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