Best Investors Account Sign in
Inactive

Paul David Mulholland

Private Advisor Group, LLC

Morristown, NJ

Lititz, PA

Claim This Profile
Current Employers
Private Advisor Group, Llc

305 Madison Avenue, Morristown, NJ 07960 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2022-09-01
  • PA RA
    APPROVED
    Since 2022-09-01

Branch Locations

305 Madison Avenue, Morristown, NJ 07960 • United States

Lititz, PA • 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
The Vanguard Group, Inc. Malvern PA 12/1997 06/2022
Lpl Financial King Of Prussia PA 09/2022 11/2025
Private Advisor Group, Llc Morristown NJ 09/2022 Present
  • 12/1997 → 06/2022
    The Vanguard Group, Inc.
    Malvern, PA
  • 09/2022 → 11/2025
    Lpl Financial
    King Of Prussia, PA
  • 09/2022 → Present
    Morristown, NJ
Previous Registrations
Other Businesses

1.Mr. Mulholland is an assistant professor of accounting, economics, corporate finance and personal finance and investing at Lancaster Bible College. None of the educational content in these courses is intended as investment advice for any individual. Mr. Mulholland devotes about 112 hours a month to this activity inside and outside of trading hours. This activity is not related to Mr. Mulholland's investment services practice. This activity is not located at the address where Mr. Mulholland is registered and is separate and apart from Private Advisor Group. 2.Mr. Mulholland is the owner of PD Capital Management LLC through which he operates a financial services practice, but which is owned independently from Private Advisor Group, LLC. This activity is at the address where Mr. Mulholland is registered, and is related to his investment services practice. Mr. Mulholland devotes about 160 hours per month to this activity, including about 140 hours during securities trading hours, concurrently with time Mr. Mulholland devotes to activity providing investment services through Private Advisor Group.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-03-16
S63 Uniform Securities Agent State Law Examination 1998-02-27
  • S65 Uniform Investment Adviser Law Examination
    1998-03-16
  • S63 Uniform Securities Agent State Law Examination
    1998-02-27
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Morristown, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor