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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-02-10 |
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