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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-04-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vista Maria | Dearborn Heights | MI | 12/2013 | 01/2018 |
| Tiaa | Ann Arbor | MI | 06/2016 | 08/2018 |
| Tiaa-Cref Individual & Institutional Services, Llc | Ann Arbor | MI | 06/2016 | 08/2018 |
| Bank Of Ann Arbor | Ann Arbor | MI | 08/2018 | 05/2025 |
| Corecap Advisors, Llc | Southfield | MI | 06/2025 | 02/2026 |
| Cornerstone Financial Services | Southfield | MI | 06/2025 | 02/2026 |
| Private Advisor Group, Llc | Morristown | NJ | 04/2026 | Present |
1. Mr. McCurdy uses EDGE Retirement Advisory, LLC as the name of the business under which he provides investment advice through Private Advisor Group, LLC. This activity is at the address Mr. McCurdy is registered at, and is related to his investment services practice. Mr. McCurdy devotes about 160 hours per month to this activity, including about 140 hours during securities trading hours, concurrently with time Mr. McCurdy devotes to activity providing investment services through PAG. 2. Mr. McCurdy is the owner of WRM Consulting LLC through which he operates a financial services practice, but which is owned independently from Private Advisor Group, LLC. This activity is at the address where Mr. McCurdy is registered, and is related to his/her investment services practice. Mr. McCurdy devotes about 160 hours per month to this activity, including about 140 hours during securities trading hours, concurrently with time Mr. McCurdy devotes to activity providing investment services through Private Advisor Group. 3. Mr. McCurdy holds a license to sell insurance, but any such insurance business is separate and apart from investment advisory services that Mr. McCurdy provides. Mr. McCurdy may recommend the purchase of certain insurance-related products on a commission basis. Clients can engage Mr. McCurdy to purchase insurance products on a commission basis, but any such purchases are separate and apart from Private Advisor Group.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-06 |
| S66 | Uniform Combined State Law Examination | 2011-09-01 |
| S63 | Uniform Securities Agent State Law Examination | 2006-02-18 |
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