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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-07-24 |
| PA | RA | APPROVED | 2013-08-26 |
Branch Locations
907 Main Street, Suite 102, Stroudsburg, PA 18360 • 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 | Stroudsburg | PA | 08/2013 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 08/2013 | Present |
1. 8/23/2013: WEALTH STRATEGIES & MANAGEMENT LLC - INVESTMENT RELATED - AT REPORTED BUSINESS LOCATION(S) - WEALTH STRATEGIES & MANAGEMENT LLC 2. 9/9/2013: PRIVATE ADVISOR GROUP LLC - INVESTMENT RELATED - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR - TIME SPENT 50% - (HYBRID) PROVIDE FINANCIAL PLANNING AND ASSET MANAGEMENT FOR A FEE. 3. 4/21/2015: MERSINI ENTERPRISES - INVESTMENT RELATED - 1159 N. NINTH STREET STROUDSBURG PA 18360 - REAL ESTATE RENTAL - START DATE 04/30/2015 - 10 HOURS PER MONTH/0 HOURS DURING SECURITIES TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-19 |
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