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Current Employers
Private Advisor Group, Llc

305 Madison Avenue, Morristown, NJ 07960 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2022-01-11
  • GA RA
    APPROVED
    Since 2022-01-11

Branch Locations

305 Madison Avenue, Morristown, NJ 07960 • United States

3651 Mars Hill Rd, Bldg 1500, Watkinsville, GA 30677 • 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
Lpl Financial, Llc Watkinsville GA 04/2015 Present
Ifg Advisory, Llc Athens GA 04/2015 01/2022
Private Advisor Group, Llc Watkinsville GA 01/2022 Present
Previous Registrations
Other Businesses

1. 12/16/2021 - Ability Wealth Group, LLC - DBA: Ability Wealth Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Owner - Start Date: 12/1/2021 - 160 Hours Per Month/6 Hours During Securities Trading. 2. 2/16/2022 - Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Started 01/03/2022 - 160 Hours Per Month During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 2/2022. 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 services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 03/01/2022 - Private Advisor Group - DBA: (Hybrid) Ability Wealth Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 01/11/2022 - 160 Hours Per Month/130 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 3/2022. 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 services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 12/19/2022 - The Cason Group, INC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 12/07/2022 - 10 Hours Per Month/10 Hours During Securities Trading.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-09-28
S63 Uniform Securities Agent State Law Examination 2003-06-02
  • S65 Uniform Investment Adviser Law Examination
    2004-09-28
  • S63 Uniform Securities Agent State Law Examination
    2003-06-02
Designations

View on SEC IAPD

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