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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2012-12-19 |
| TX | RA | APPROVED | 2012-12-12 |
Branch Locations
85 Main Street, Hopkinton, MA 01748 • United States
305 Madison Avenue, Morristown, NJ 07960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Hopkinton | MA | 12/2007 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 11/2012 | Present |
1. 02/05/2008 - NO BUSINESS NAME - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE - 10% TIME SPENT - WORKING WITH BROKER SERVICE MARKETING GROUP LLC WELLESLEY 2. 09/30/2010 - ATLAS WEALTH STRATEGIES - INV REL - AT REPORTED LOCATION - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) 3. 09/30/2010 - THEATLASAPPROACH.COM - INV REL - AT REPORTED LOCATION - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) 4. 8/26/2016 - Private Advisor Group - DBA: (HYBRID) Private Advisor Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Time Spent 80% - I provide investment advisory services through PRIVATE ADVISOR GROUP, an independent investment advisor firm. I started this business activity in 12/12/2012. I expect to spend approximately 128 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. 5. 12/12/2016 - Private Advisor Group - DBA: (Hybrid) Atlas Wealth Strategies, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 11/30/2012 - 144 Hours Per Month/117 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity on 12/12/16. I expect to spend approximately 144 hours/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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-06-06 |
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