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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2012-06-04 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
2370 York Road, Suite A9A, Jamison, PA 18929 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Philadelphia | PA | 06/2012 | Present |
| Private Advisor Group, Llc | Philadelphia | PA | 06/2012 | Present |
1. 06/01/2012: DBA ONLY - NEW VINTAGE CAPITAL, LLC - TIME SPENT 100% - PHILADELPHIA, PA. 2. 2/25/2013: REGISTERED INVESTMENT ADVISOR DBA - PRIVATE ADVISOR GROUP - (HYBRID) PROVIDE FINANCIAL PLANNING AND ASSET MANAGEMENT FOR FEE. - (HYBRID) NEW VINTAGE CAPITAL, LLC - TIME SPENT 100% - PHILADELPHIA, PA 3. 7/14/2021 - Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 06/01/2012 - 160 Hours Per Month During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 7/2021. 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.advisernfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-04-19 |
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