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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-02-23 |
| TX | RA | APPROVED | 2023-02-23 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
99 Canal Landing Blvd., Ste 3B, Rochester, NY 14612 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios Financial Services | Rochester | NY | 11/2012 | 02/2023 |
| Wealth Management Group, Llc | Rochester | NY | 11/2012 | 02/2023 |
| American Portfolios Advisors Inc. | Rochester | NY | 04/2014 | 07/2020 |
| Lpl Financial Llc | Rochester | NY | 02/2023 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 02/2023 | Present |
1) 2/2023 -Fortress Financial Solutions- DBA for LPL Business (entity for LPL business)- inv. related- Rochester, NY 2) 2/2023- Fortress Financial Solutions- Non-Variable Insurance- inv. related- Agent selling Life, Fixed Annuities - Rochester, NY - start date 2/21/2023
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 2006-01-27 |
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