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Current Employers
Private Advisor Group, Llc

305 Madison Avenue, Morristown, NJ 07960 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2024-04-29
PA RA APPROVED 2024-04-26
  • NJ RA
    APPROVED
    Since 2024-04-29
  • PA RA
    APPROVED
    Since 2024-04-26

Branch Locations

100 Chetwynd Drive, Suite 105, Rosemont, PA 19010 • United States

305 Madison Avenue, Morristown, NJ 07960 • 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
Beneficial Savings Bank Philadelphia PA 01/2008 Present
Invest Financial Corporation Tampa FL 03/2008 02/2018
Lpl Financial, Llc Philadelphia PA 02/2018 Present
Private Advisor Group, Llc Morristown NJ 04/2024 Present
  • 01/2008 → Present
    Beneficial Savings Bank
    Philadelphia, PA
  • 03/2008 → 02/2018
    Invest Financial Corporation
    Tampa, FL
  • 02/2018 → Present
    Lpl Financial, Llc
    Philadelphia, PA
  • 04/2024 → Present
    Morristown, NJ
Previous Registrations
  • 2008-04-17 → 2018-02-20
    Invest Financial Corporation
    Ambler, PA
    Philadelphia, PA
    Philadelphia, PA
    Philadelphia, PA
    Philadelphia, PA
    Philadelphia, PA
    Philadelphia, PA
    Philadelphia, PA
    Philadelphia, PA
    Philadelphia, PA
    Philadelphia, PA
    Warrington, PA
    Lansdale, PA
    Newtown, PA
    Norristown, PA
    Springhouse, PA
    Lansdale, PA
    Newtown, PA
    Springhouse, PA
    Lansdale, PA
    Hatboro, PA
    Conshohocken, PA
    Springhouse, PA
    Newtown, PA
    Warrington, PA
    Norristown, PA
    Philadelphia, PA
    Lansdale, PA
    Flourtown, PA
    Philadelphia, PA
    Philadelphia, PA
    Bensalem, PA
    Philadelphia, PA
    Philadelphia, PA
    Jenkintown, PA
    Plymouth Meeting, PA
    Blue Bell, PA
    Appleton, WI
Other Businesses

1. 02/14/2018 - Integrity Wealth Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 12/26/17. 2. 12/14/2021 - No Business Name - Investment Related - Ocean City, NJ 08226 - Real Estate Rental - Landlord - Started 06/01/2021 - 1 Hour Per Month/0 Hours During Securities Trading. 3. 05/07/2024 - Private Advisor Group - Registered Investment Advisor - Investment Related - At Reported Business Location(s) - Start Date 04/26/2024 - 100 Hours Per Month/ During Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 5/2024. I expect to spend approximately 160 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 service6s at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 01/22/2026 - Stonedam Financial Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/20/2026 - 160 hours per month/ during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-04-10
S63 Uniform Securities Agent State Law Examination 1997-12-15
  • S66 Uniform Combined State Law Examination
    2008-04-10
  • S63 Uniform Securities Agent State Law Examination
    1997-12-15
Other Names
  • Robert Charles Streit

View on SEC IAPD

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