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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-04-10 |
| VT | RA | APPROVED | 2021-08-25 |
Branch Locations
110 Kimball Avenue Ste 118, South Burlington, VT 05403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ellsworth Segear & Company | South Burlington | VT | 01/2007 | Present |
| Financial Coaching Services, Inc | South Burlington | VT | 01/2007 | Present |
| Inspire Wealth Group | South Burlington | VT | 06/2012 | Present |
| Trustmont Financial Group, Inc | Greensburg | PA | 08/2014 | 12/2018 |
| Trustmont Advisory Group, Inc. | Greensburg | PA | 08/2014 | 12/2018 |
| Invicta Capital | Monroeville | PA | 12/2018 | 08/2021 |
| Invicta Advisors | Monroeville | PA | 12/2018 | 08/2021 |
| Private Advisor Group, Llc | Morristown | NJ | 08/2021 | Present |
1.Mr. Segear provides tax advice and tax preparation services, but any such tax advice and tax preparation services is separate and apart from investment advisory services that Mr. Segear provides. Clients can engage Mr. Segear for tax advice and to provide tax preparation services, but any such advice or services are separate and apart from Private Advisor Group. 2.Mr. Segear is a partner in Ellsworth Segear & Company, a CPA firm providing tax and consulting services, which is separate and apart from Private Advisor Group. 3.Mr. Segear holds a license to sell insurance, but any such insurance business is separate and apart from investment advisory services that Mr. Segear provides. Mr. Segear may recommend the purchase of certain insurance-related products on a commission basis. Clients can engage Mr. Segear to purchase insurance products on a commission basis, but any such purchases are separate and apart from Private Advisor Group. 4.Mr. Segear uses Financial Coaching Services, Inc.as the name of the business under which he provides investment advice through Private Advisor Group, LLC. 5.Mr. Segear uses Inspire Wealth Group.as the name of the business under which he provides investment advice through Private Advisor Group, LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-09-09 |
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