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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2014-01-07 |
Branch Locations
150 River Road, Montville, NJ 07045 • United States
305 Madison Avenue, Morristown, NJ 07960 • 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 | Montville | NJ | 12/2011 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 12/2013 | Present |
(1) 12/01/2011 - No Business Name - Non-Variable Insurance - INV REL - At Reported Business Location(s) - 1% Time Spent (2) 01/02/2014 - Duerr Financial Group - DBA for LPL Business (entity for LPL business) - INV REL - At Reported Business Location(s) (3) 09/15/2014 - Private Advisor Group - Registered Investment Advisor Hybrid - Private Advisor Group - INV REL - At Reported Business Location(s) - Start 01/01/2014 - I provide advice for a percentage fee of assets under management. I also do financial plans on a fixed fee basis - 50 Hr/Mo; 50 Hours During Securities Trading (4) 05/25/2022 - Douglas P Duerr, CPA LLC - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Start Date - 01/01/2022 - 40 Hours Per Month/ 2 Hours During Securities Trading. (5) 09/13/2022 - Private Advisor Group - DBA: Duerr Financial Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Start Date - 09/11/2012 - 160 Hours Per Month/0 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 09/2022. 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.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial (6) 09/20/2022 - Private Advisors Group - DBA: Duerr Financial - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Start Date - 12/11/2011 - 160 Hours Per Month/0 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 09/2022. 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.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. (7) 11/16/2022 - Duerr PAG Holdings LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 09/30/2022 - 5 Hours Per Month/5 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-02-15 |
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