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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2015-06-03 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
2260 East Saginaw Street, Suite B, East Lansing, MI 48823 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | East Lansing | MI | 05/2004 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 05/2015 | Present |
(1) 06/02/2004: MICHIGAN FINANCIAL GROUP - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S) (2) 09/29/2014: RETIREMENT LEGACY GROUP - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S) - START 04/12/2006 - NO TIME SPENT (3) 12/18/2014: RETIREMENT LEGACY GROUP INC. - INV REL - AT REPORTED BUSINESS LOCATION(S) - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - START 11/26/2014 - 2 HR/MO NONE DURING SECS TRDG HRS (4) 07/21/2015: PRIVATE ADVISOR GROUP, LLC - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA: (HYBRID) RETIREMENT LEGACY GROUP - START 05/01/2015 - 100 HR/MO ALL DURING SECS TRDG HRS (5) 07/21/2015: PRIVATE ADVISOR GROUP, LLC - NOT INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR HYBRID: (HYBRID) PRIVATE ADVISOR GROUP - START 05/01/2015 - 120 HR/MO ALL DURING SECS TRDG HRS (6) 09/01/2015 - MICHIGAN FINANCIAL PARTNERS LLC - REAL ESTATE RENTAL - NOT INV REL - 2260 E. SAGINAW EAST LANSING, MI 48823 - START 08/07/2015 - 2 HRS/MO DURING SECS TRDG HRS. (7) 11/25/2016: Producer Resources - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 11/11/2015 - 1 Hour Per Month During Securities Trading. 8) 02/14/2025 - NATHAN REUSSER, CFP - Investment Related - Real Estate Rental - Johannesburg, MI - Start Date:05/01/2025 - 4 Hrs/Mth - 2 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 2001-07-05 |
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