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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-08-05 |
| PA | RA | APPROVED | 2011-12-12 |
Branch Locations
800 Lowry Ave., Jeannette, PA 15644 • United States
305 Madison Avenue, Morristown, NJ 07960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Private Advisor Group, Llc | Jeannette | PA | 12/2011 | Present |
| Lpl Financial, Llc | Jeannette | PA | 12/2011 | Present |
1.Mr. Hoffman uses Hoffman Wealth Management as the name of the business under which he provides investment advice through Private Advisor Group, LLC. This activity is at the address Mr. Hoffman is registered at, and is related to his investment services practice. Mr. Hoffman devotes about 80 hours per month to this activity, including about 80 hours during securities trading hours, concurrently with time Mr. Hoffman devotes to activity providing investment services through Private Advisor Group. 2.Mr. Hoffman is the owner of Hoffman Wealth 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 Mr. Hoffman is registered at, and is related to his investment services practice. Mr. Hoffman devotes about 80 hours per month to this activity, including about 80 hours during securities trading hours, concurrently with time Mr. Hoffman devotes to activity providing investment services through Private Advisor Group. 3. Mr. Hoffman is a board member with the Neurofibromatosis Clinics Association which is a charitable organization that offers charitable services to the community. This activity is not conducted at the address Mr. Hoffman is registered at, and is not related to his investment services practice. Such activities are separate and apart from Private Advisor Group. 4. Mr. Hoffman is the host of the Wealth on the Move Podcast. Mr. Hoffman devotes about 2 hours per month to this activity, outside of securities trading hours. This activity is conducted at the address Mr. Hoffman is registered at, but is not related to his investment services practice. None of the content presented on this show is intended as financial advice for any particular individual.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 2002-12-11 |
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