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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2015-03-23 |
Branch Locations
2948 Washington Road, Mcmurray, PA 15317 • United States
305 Madison Avenue, Morristown, NJ 07960 • United States
Ligonier, PA • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Mcmurray | PA | 03/2015 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 03/2015 | Present |
(1) 03/20/2015: BOTKIN FAMILY WEALTH MANAGEMENT - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S) (2) 03/20/2015: BOTKIN FINANCIAL ADVISORS - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S) - START 01/28/2015 - 100% OF TIME SPENT (3) 04/29/2015: PRIVATE ADVISOR GROUP - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR: (HYBRID) PRIVATE ADVISOR GROUP - 100% OF TIME SPENT - INVESTMENT ADVISER REPRESENTATIVE. (4) 3/16/2016: Private Advisor Group - DBA: (Hybrid) Botkin Financial Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Registered Investment Advisor DBA - Started 01/28/2015 - Time Spent 100% - IAR.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-18 |
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