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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-07-11 |
| FL | RA | APPROVED | 2024-09-09 |
| NJ | RA | APPROVED | 2011-11-10 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
Naples, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Morristown | NJ | 01/2003 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 11/2011 | Present |
1. 12/29/2011 - Private Advisor Group - REGISTERED INVESTMENT ADVISOR - PRIVATE ADVISOR GROUP - INV REL - AT REPORTED BUSINESS LOCATION(S) - (HYBRID) Provide investment advisory services. - 40% OF TIME SPENT. 2. 6/16/2016 - Private Advisor Group - DBA for LPL Business (entity for LPL business) - Private Advisor Group - INV REL - START 03/01/2014 - 65 Madison Ave, Ste 300, Morristown, NJ 07960 - RIA - 0 HR/MO. 3. 2/10/2017 - No Business Name - Investment Related - East Orleans, Mass - Real Estate Rental - Started 02/08/2017 - 4 Hours Per Month/1 Hour During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-15 |
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