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Current Employers
Private Advisor Group, Llc

305 Madison Avenue, Morristown, NJ 07960 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2018-11-15
  • IN RA
    APPROVED
    Since 2018-11-15

Branch Locations

305 Madison Avenue, Morristown, NJ 07960 • United States

9600 N Centennial Dr, Ste A, Munster, IN 46321 • United States

1759 Thornapple Circle, Valparaiso, IN 46385 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Schererville IN 12/2011 05/2026
Harvest Financial Planning Llc Schererville IN 10/2013 Present
Independent Financial Partners Schererville IN 10/2013 11/2018
Private Advisor Group, Llc Schererville IN 11/2018 Present
Previous Registrations
  • 2017-04-17 → 2019-03-18
    Schererville, IN
    Shererville, IN
    Tampa, FL
    Munster, IN
  • 2011-12-02 → 2018-12-26
    Schererville, IN
  • 2004-07-15 → 2011-12-02
    Concourse Financial Group Securities, Inc.
    Schererville, IN
    Schererville, IN
Other Businesses

1. Mr. Laverman uses Harvest Wealth Partners as the name of the business under which he provides investment advice through Private Advisor Group, LLC. This activity is at the address Mr. Laverman is registered at, and is related to his investment services practice. Mr. Laverman devotes about 160 hours per month to this activity, including about 140 hours during securities trading hours, concurrently with time Mr. Laverman devotes to activity providing investment services through PAG. 2. Mr. Laverman holds a license to sell insurance, but any such insurance business is separate and apart from investment advisory services that Mr. Laverman provides. Mr. Laverman may recommend the purchase of certain insurance-related products on a commission basis. Clients can engage Mr. Laverman to purchase insurance products on a commission basis, but any such purchases are separate and apart from Private Advisor Group. 3. Mr. Laverman is the owner of Bryan Laverman Inc. which is an entity used for taxation and business purposes.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-02-10
  • S66 Uniform Combined State Law Examination
    2001-02-10

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