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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2020-01-29 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
835 Walker Rd, Great Falls, VA 22066 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 03/2003 | 12/2019 |
| Lpl Financial Llc | Reston | VA | 01/2020 | Present |
| Private Advisor Group, Llc | Reston | VA | 01/2020 | Present |
1. 01/27/2020 - Byas Wealth Management - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 01/2020 2. 2/6/2020 - Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 1/2020 - 160 Hours Per Month - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 02/2020. 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. 2/6/2020 - Private Advisor Group - DBA: (Hybrid) Byas Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 1/2020 - 160 Hours Per Month - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 02/2020. 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. 7/30/2020 - Business Management Associates - Investment Related - Location/Address: Varies. Will be begin the next 12 months with Virtual instruction. - Other-Instructor - Started 07/01/2020 - 16 Hours Per Month During Securities Trading - Seminar Instructor with Business Management Associates. 5. 11/2/2020 - Planning, Inc. - Investment Related - 7010 Little River Turnpike, Ste 140, Annadale, VA 22003 - Other-Instructor - Start Date: 9/1/2020 - 12 Hours Per Month/12 Hours During Securities Trading - Discuss financial planning, retirement planning, etc. 6. 3/15/2023 - BYAS ADVISORY, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 02/28/2023 - 5 Hours Per Month/5 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 2003-05-28 |
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