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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-01-11 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
3651 Mars Hill Rd, Bldg 1500, Watkinsville, GA 30677 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 2003-06-02 |
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