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Current Employers
Private Advisor Group, Llc

305 Madison Avenue, Morristown, NJ 07960 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2014-01-02
  • MI RA
    APPROVED
    Since 2014-01-02

Branch Locations

305 Madison Avenue, Morristown, NJ 07960 • United States

901 Wilshire Drive, Suite 262, Troy, MI 48084 • 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 Birmingham MI 12/2013 Present
Millennium Wealth Management Birmingham MI 12/2013 Present
Private Advisor Group, Llc Morristown NJ 12/2013 Present
  • 12/2013 → Present
    Lpl Financial Llc
    Birmingham, MI
  • 12/2013 → Present
    Millennium Wealth Management
    Birmingham, MI
  • 12/2013 → Present
    Morristown, NJ
Previous Registrations
  • 2010-09-20 → 2013-12-16
    Birmingham, MI
  • 2004-02-17 → 2004-11-02
    Banc One Securities Corporation
    Sterling Heights, MI
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-08-03
S66 Uniform Combined State Law Examination 2003-04-14
  • S65 Uniform Investment Adviser Law Examination
    2010-08-03
  • S66 Uniform Combined State Law Examination
    2003-04-14
Other Names
  • Ursu

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