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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-09-12 |
| PA | RA | APPROVED | 2011-12-07 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
311 W. Maple Ave., Langhorne, PA 19047 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Yardley | PA | 12/2011 | Present |
| Private Advisor Group, Llc | Yardley | PA | 12/2011 | Present |
(1) 10/28/2013- PRIVATE ADVISOR GROUP- REGISTERED INVESTMENT ADVISOR DBA- (HYBRID) PRIVATE ADVISOR GROUP- PROVIDE ADVISORY SERVICES. CHARGE WRAP FEES- TIME SPENT 99%- YARDLEY, PA (2) 2/21/2023 - Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Start Date - 06/06/2019 - 1 Hours Per Month/1 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 02/2023. I expect to spend approximately 1 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-05-05 |
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