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Current Employers
Cme Financial Services, Llc

365 S 4Th Street, Columbus, OH 43215 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2018-05-24
  • OH RA
    APPROVED
    Since 2018-05-24

Branch Locations

365 S 4Th Street, Columbus, OH 43215 • United States

Private Advisor Group, Llc

305 Madison Avenue, Morristown, NJ 07960 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2016-10-17
  • OH RA
    APPROVED
    Since 2016-10-17

Branch Locations

365 S 4Th Street, Columbus, OH 43215 • United States

305 Madison Avenue, Morristown, NJ 07960 • United States

679-G High Street, Worthington, OH 43085 • 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
Fortune Financial Services Inc. New Brighton PA 02/2010 10/2016
Symphony Partners Dublin OH 02/2010 10/2016
Symphony Partners Advisory Ltd., Llc Dublin OH 02/2010 10/2016
Lpl Financial, Llc Worthington OH 10/2016 Present
Private Advisor Group, Llc Morristown NJ 10/2016 Present
Cme Financial Services, Llc Columbus OH 05/2017 Present
  • 02/2010 → 10/2016
    Fortune Financial Services Inc.
    New Brighton, PA
  • 02/2010 → 10/2016
    Symphony Partners
    Dublin, OH
  • 02/2010 → 10/2016
    Symphony Partners Advisory Ltd., Llc
    Dublin, OH
  • 10/2016 → Present
    Lpl Financial, Llc
    Worthington, OH
  • 10/2016 → Present
    Morristown, NJ
  • 05/2017 → Present
    Columbus, OH
Previous Registrations
Other Businesses

1.10/17/2016; Investment products and services are offered through LPL Financial LLC using the DBA/trade name BCG Financial Services Ltd.; Investment Related; at Reported Business Location(s); Start Date 10/17/2016; 80hrs/mth; 4hrs during trading 2.11/03/2016; (Hybrid) Private Advisor Group / Private Advisor Group; Registered Investment Advisor; Investment Related; at Reported Business Location(s); Start Date 10/17/2016; 80hrs/mth; 4hrs during trading; I provide investment advisory services through Private Advisor Group,LLC, an independent investment advisor firm. I started this business activity on 11/3/16. I expect to spend approximately 80 hours/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. 3.01/17/2017; Investment products and services are offered through LPL Financial LLC using the DBA/trade name CME Financial Services; Investment Related; at Reported Business Location(s); Start Date 11/01/2016; 10hrs/mth; 2hrs during trading 4.02/09/2018; DWB Financial Services; Business Entity For Tax/Investment Purposes Only; Investment Related; at Reported Business Location(s); Start Date 01/01/2018; 0hrs/mth; 0hrs during trading 5.11/03/2020; DJLE Holdings LLC; Real Estate Rental; Not Investment Related; Rockbridge,OH; Start Date 09/30/2020; 5hrs/mth; 0hrs during trading 6.08/27/2021; Investment products and services are offered through LPL Financial LLC using the DBA/trade name PAG DBA CME Financial Services; Investment Related; at Reported Business Location(s); Start Date 08/02/2021; 40hrs/mth; 40hrs during trading 7.09/06/2022; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Boyer Financial Group; Investment Related; at Reported Business Location(s); Start Date 10/01/2022; 40hrs/mth; 2hrs during trading 8.09/06/2022; (Hybrid) Boyer Financial Group; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 10/01/2022; 120hrs/mth; 6hrs during trading; I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 08/2022. 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. 9.06/26/2023; Left Hand Rights; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 04/23/2023; 10hrs/mth; 0hrs during trading 10.05/21/2026; Boyer Financial Group; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 06/30/2022; 5hrs/mth; 5hrs during trading 11.05/21/2026; DWB FS HOLDINGS,LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 07/31/2022; 5hrs/mth; 5hrs during trading 12.06/02/2026; (Hybrid) BCG Financial Services Ltd.; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 10/17/2016; 80hrs/mth; 4hrs during trading; 13.06/02/2026; Author( Per MRR book is named "Hip Hop X Finance"); Other - Author; Not Investment Related; Worthington,OH; Start Date 01/01/2024; 1hrs/mth; 0hrs during trading 14.07/22/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name BFG Advisory LLC; Investment Related; at Reported Business Location(s); Start Date 07/17/2026; 10hrs/mth; 10hrs during trading

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2016-06-27
S65 Uniform Investment Adviser Law Examination 2009-12-01
  • S63 Uniform Securities Agent State Law Examination
    2016-06-27
  • S65 Uniform Investment Adviser Law Examination
    2009-12-01

View on SEC IAPD

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