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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-04-29 |
| PA | RA | APPROVED | 2024-04-26 |
Branch Locations
100 Chetwynd Drive, Suite 105, Rosemont, PA 19010 • United States
305 Madison Avenue, Morristown, NJ 07960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-10 |
| S63 | Uniform Securities Agent State Law Examination | 1997-12-15 |
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