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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2014-01-02 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
901 Wilshire Drive, Suite 262, Troy, MI 48084 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Birmingham | MI | 12/2013 | Present |
| Millennium Wealth Management | Birmingham | MI | 12/2013 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 12/2013 | Present |
1.Mr. Ursu uses Artemis Wealth Advisors as the name of the business under which he provides investment advice through Private Advisor Group, LLC. This activity is at the address Mr. Ursu is registered at, and is related to his investment services practice. Mr. Ursu devotes about 160 hours per month to this activity, including about 140 hours during securities trading hours, concurrently with time Mr. Ursu devotes to activity providing investment services through PAG. 2.Mr. Ursu holds a license to sell insurance, but any such insurance business is separate and apart from investment advisory services that Mr. Ursu provides. Mr. Ursu may recommend the purchase of certain insurance-related products on a commission basis. Clients can engage Mr. Ursu to purchase insurance products on a commission basis, but any such purchases are separate and apart from Private Advisor Group.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-08-03 |
| S66 | Uniform Combined State Law Examination | 2003-04-14 |
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