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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2013-09-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Bala Cynwyd | PA | 09/2013 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 09/2013 | Present |
(1) 09/18/2013 - PRIVATE ADVISOR GROUP/ RIA/ 100%/ BALA CYNWYD, PA (2) 09/18/2013 - ATLANTIC WEALTH GROUP, LLC/ DBA ONLY/ 100%/ BALA CYNWYD, PA (3) 10/28/2013 - PRIVATE ADVISOR GROUP - (HYBRID) PRIVATE ADVISOR GROUP - PROVIDE ADVISORY SERVICES - BALA CYNWYD, PA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-22 |
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