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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-04-17 |
| KY | RA | APPROVED | 2014-03-14 |
Branch Locations
7212 Dixie Hwy, Louisville, KY 40258 • United States
305 Madison Avenue, Morristown, NJ 07960 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Louisville | KY | 03/2014 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 03/2014 | Present |
| Wissing Wealth Management, Llc | Louisville | KY | 03/2014 | Present |
(1) WISSING WEALTH MANAGEMENT, LLC - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S) - TIME SPENT 0% (2) 04/02/2014 - PRIVATE ADVISOR GROUP - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR - (HYBRID) PRIVATE ADVISOR GROUP - TIME SPENT 100%. (3) 3/2/2021 - No Business Name - Investment Related - 2727 Alanmede Rd., Louisville, KY 40205 and 231 Saunders Ave., Louisville, KY 40206 - Other-Rep's Business - Start Date: 2/19/2021 - 20 Hours Per Month/0 Hours During Securities Trading - Renovating and reselling the property. (4) 11/28/2023 - Private Advisor Group DBA Wissing Wealth Management, LLC - Inv Related - At reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 3/18/2014 - 120 Hrs/Mo; 60 Hrs During Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity 12/2023. 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 service6s at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-03-10 |
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