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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2011-09-20 |
Branch Locations
2851 S. Pike Avenue, Suite D, Allentown, PA 18103 • United States
305 Madison Avenue, Morristown, NJ 07960 • United States
Upper Black Eddy, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Allentown | PA | 09/2008 | Present |
| Private Advisor Group, Llc | Allentown | PA | 09/2011 | Present |
| Pinnacle Advisor Group, Inc. | Allentown | PA | 06/2013 | Present |
(1) 08/21/2008 - NON-VARIABLE INSURANCE - SALES OF FIXED LIFE AND DISABILITY INSURANCE. - TIME SPENT 8% - ALLENTOWN, PA. (2) 6/6/2011 - DBA ONLY - PINNACLE ADVISOR GROUP, INC. - ALLENTOWN, PA. (3) 11/30/2011 - OTHER-COACHING - PINNACLE ADVISOR GROUP - PROVIDE LIFE COACHING SERVICES TO INDIVIDUALS. I (TOM ROBERTS) WILL BE THE PRINCIPAL (OWNER) OF THIS BUSINESS. THE FOCUS WILL BE TO HELP PEOPLE UNDERSTAND AND APPLY THEIR GOALS, STRENGTHS AND PASSIONS. - TIME SPENT 10% (4)05/30/2013 - CEDAR CREST COLLEGE - OTHER-RETIREMENT PLANNING TODAY - TEACHING COURSE TITLED RETIREMENT PLANNING TODAY (FMT SOLUTIONS) SPONSORED BY CEDAR CREST COLLEGE, ALLENTOWN, PA. STUDENTS RESPOND TO MAILING AND PAY $49 TO CEDAR CREST COLLEGE. - 5% OF TIME SPENET - ALLENTOWN, PA (5) 06/27/2013 - PRIVATE ADVISOR GROUP, LLC - REGISTERED INVESTMENT ADVISOR - (HYBRID) PINNACLE ADVISOR GROUP, LLC - (HYBRID) PROVIDE FINANCIAL PLANNING AND ASSET MANAGEMENT FOR A FEE - 25% OF TIME SPENT - ALLENTOWN, PA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-30 |
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