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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2021-02-12 |
Branch Locations
433 S. Main Street Suite 213, West Hartford, CT 06110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Windsor | CT | 03/2004 | 10/2017 |
| Private Capital Group, Llc | West Hartford | CT | 10/2017 | 02/2021 |
| The Leaders Group Inc | Littleton | CO | 10/2017 | 02/2021 |
| Private Advisor Group, Llc | Morristown | NJ | 02/2021 | Present |
| Lpl Financial Llc | West Simsbury | CT | 02/2021 | Present |
1)2/17/2021- Non-Variable Insurance- Agent selling Life, Disability, LTC- Inv. Related- WEST HARTFORD CT- start date 2/2021- 20hrs/mth 2)2/17/2021- ENTRUST WEALTH PARTNERS, LLC- DBA for LPL Business (entity for LPL business)- Inv. Related- WEST HARTFORD CT- start date 2/2021- 45hrs/mth 3) 2/24/2021 - Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Started 2/16/2021 - 45 Hours Per Month/9 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 2/2021. I expect to spend approximately 45 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. 4) 4/1/2021 - Private Advisor Group - DBA: (Hybrid) Entrust Wealth Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 02/15/2021 - 160 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 4/2021. 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-06-30 |
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