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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-05 |
| CT | RA | APPROVED | 2025-01-31 |
| NY | RA | APPROVED | 2021-09-08 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
One Bridge Street, Suite 59, Irvington, NY 10533 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | White Plains | NY | 08/2011 | 10/2016 |
| Mml Investors Services Llc | Whit Epalins | NY | 08/2011 | 10/2016 |
| Lpl Financial,Llc | Hawthorne | NY | 11/2016 | Present |
| Private Advisor Group, Llc | Hawthorne | NY | 11/2016 | Present |
1) 10/31/2016 - Kupchok Wealth Mgmt LLC - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 11/1/2012 - 200 hr/mth 2) 10/31/2016 - Kupchok Wealth Mgmt LLC - Non-Variable Insurance - inv rel - at reported business location(s) - start: 11/1/2012 - 1 hr/mth. 3) 12/8/2016 - Kupchok Wealth Management LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 11/1/2016 - 200 Hours Per Month/6.5 Hours During Securities Trading - Time Spent 99% - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity on 12/08/16. I expect to spend approximately 200 hours/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) 12/8/2016 - Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 11/4/2016 - 200 Hours Per Month/6.5 Hours During Securities Trading - Time Spent 90% - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity on 12/08/16. I expect to spend approximately 200 hours/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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 2001-08-24 |
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