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2517 Highway 35 Building L, Suite 100, Manasquan, NJ 08736 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-17 |
| FL | RA | APPROVED | 2024-01-16 |
| PA | RA | APPROVED | 2021-08-17 |
| NY | RA | APPROVED | 2021-06-04 |
| NJ | RA | APPROVED | 2021-01-08 |
Branch Locations
2517 Highway 35 Building L, Suite 100, Manasquan, NJ 08736 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corporation | Tampa | FL | 05/2005 | 02/2018 |
| Lpl Financial, Llc | Manasquan | NJ | 02/2018 | Present |
| Fortis Group Advisors, Llc | Red Bank | NJ | 04/2018 | 03/2021 |
| The Private Client Advisory Group Llc | Manasquan | NJ | 10/2020 | Present |
| The Private Client Advisory Group Llc | Red Bank | NJ | 04/2017 | Present |
| Mark A. Faccone, Sole Proprietor | Red Bank | NJ | 06/2017 | Present |
| Lpl Financial Llc | Red Bank | NJ | 02/2018 | 08/2018 |
1. 02/14/2018 - CONOVER BEYER AGENCY - Investment Related - 2600 HWY 35, MANASQUAN JN 08736 - Non-Variable Insurance - Start Date 10/01/07 - 5 Hours Per Month/0 Hours During Securities Trading - Health. 2. 02/14/2018 - ZENITH MARKETING GROUP - Investment Related - 764 OLD BURNT TAVERN ROAD, BRICK, NJ 08724 - Non-Variable Insurance - FIXED INSURANCE AGENT - Start Date 8/7/2015 - 4 Hours Per Month/4 Hours During Securities Trading - LTC, Life Insurance. 3. 02/14/2018 - UNDERWRITERS MARKETING SERVICE, INC. - Investment Related - 121 CHAMBERSBRIDGE RD, BRICK, NJ - Non-Variable Insurance - Agent - Start Date 4/13/07 - 2 Hours During Securities Trading - LTC, Life Insurance, Disability. 4. 02/14/2018 - THE PRIVATE CLIENT ADVISORY GROUP - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 5. 1/5/2021 - The Private Client Advisory Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 09/11/2020 - 60 Hours Per Month/40 Hours During Securities Trading - I provide investment advisory services through The Private Client Advisory Group, an independent investment advisor firm. I started this business activity in 09/2020. I expect to spend approximately 60 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 1998-11-10 |
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