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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-25 |
| PA | RA | APPROVED | 2015-03-20 |
Branch Locations
2948 Washington Road, Mcmurray, PA 15317 • United States
305 Madison Avenue, Morristown, NJ 07960 • United States
Ligonier, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Mcmurray | PA | 03/2015 | Present |
| Private Advisor Group, Llc | Mcmurray | PA | 03/2015 | Present |
1) 03/20/2015: BOTKIN FAMILY WEALTH MANAGEMENT - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S) 2) 03/20/2015: BOTKIN FINANCIAL ADVISORS - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S) - START 01/28/2015 - 100% OF TIME SPENT 3) 4/29/2015: PRIVATE ADVISOR GROUP - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR: (HYBRID) PRIVATE ADVISOR GROUP - 100% OF TIME SPENT - MENT ADVISER REPRESENTATIVE. 4) 3/16/2016: Private Advisor Group - DBA: (Hybrid) Botkin Financial Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 01/28/2015 - Time Spent 100% - IAR.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-05-20 |
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