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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-05 |
| NY | RA | APPROVED | 2021-05-15 |
Branch Locations
80 Wolf Rd Ste 301, Albany, NY 12205 • United States
305 Madison Avenue, Morristown, NJ 07960 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-06-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Albany | NY | 06/2004 | Present |
| Private Advisor Group, Llc | Albany | NY | 10/2013 | Present |
(1) 10/22/2004 - DBA ONLY / ALBANY FINANCIAL GROUP (2) 06/03/2010 - TAX DBA / JGG TAX SERVICES (DBA) / 50% OF TIME SPENT. (3) 01/24/2012 - TAX PREP / ACCOUNTING / BOOKKEEPING / JGG TAX SERVICES / 50% OF TIME SPENT. (4) 04/14/2015 - PRIVATE ADVISOR GROUP - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - (HYBRID) PRIVATE ADVISOR GROUP - START - 11/15/2013 - 140 HR/MO 6 HOURS DUTING SECS TRDG HRS (5) 04/14/2015 - PRIVATE ADVISOR GROUP - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - (HYBRID) ALBANY FINANCIAL GROUP - START - 11/15/2013 - 140 HR/MO 6 HOURS DUTING SECS TRDG HRS (6) 4/8/2020 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 01/01/2020 - 2 Hours Per Month/2 Hours During Securities Trading (7) 07/13/2023 - GigCo Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 07/03/2023 - 40 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-10-21 |
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