Brett Raymond Cloak

Current Employers

Employment History

• 02/2011 → Present
  Lpl Financial Llc
  Oley, PA
• 09/2014 → Present
  Private Advisor Group, Llc
  Oley, PA

Previous Registrations

• 2011-08-17 → 2014-10-23
  The Centurion Group, Llc
  Plymouth Meeting, PA
• 2011-02-25 → 2014-10-06
  Mma Asset Management Llc
  Conshohocken, PA
  Reading, PA
• 2005-10-26 → 2011-02-24
  New England Securities
  Montchanin, DE
  Wilmington, DE
  Newtown Square, PA

Other Businesses

1. 12/19/2014: PRIVATE ADVISOR GROUP, LLC - DBA: (HYBRID) LEVEL FINANCIAL PARTNERS LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 09/15/2014 - 160 Hours Per Month/6 Hours During Securities Trading. 2. 1/26/2015: LEVEL FINANCIAL PARTNERS - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - Started 12/03/2014 - 20 Hours Per Month/1 Hour During Securities Trading. 3. 2/25/2015: PRIVATE ADVISOR GROUP LLC - Investment Related - At Reported Business Location(s) - REGISTERED INVESTMENT ADVISOR HYBRID - Started 09/15/2014 - 160 Hours Per Month/6 Hours During Securities Trading. 4. 2/1/2016 - NO BUSINESS NAME - Investment Related - Home Based - Other-Loan - START 02/01/2016 - 0 Hours Per Month - Requesting an approval to secure a loan from father and mother. Raymond and Phyllis Cloak. 5. 08/16/2022- Chesa BC Holdings, LLC- Not Investment Related - 1955 Lincoln Ave Wyomissing, PA 19610 - Business Entity For Tax/Investment Purposes Only-Start Date- 06/30/2022- 5 Hours Per Month/ 5 Hours During Securities Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-10-04
• S63 Uniform Securities Agent State Law Examination
  2002-02-27