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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2012-08-31 |
| PA | RA | APPROVED | 2012-08-29 |
Branch Locations
907 Main Street, Suite 102, Stroudsburg, PA 18360 • United States
305 Madison Avenue, Morristown, NJ 07960 • United States
670 North River St Ste 303, Wilkes Barre, PA 18702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Stroudsburg | PA | 08/2012 | Present |
| Private Advisor Group, Llc | Stroudsburg | PA | 08/2012 | Present |
1. 08/28/2012: WEALTH STRATEGIES & MANAGEMENT LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) 2. 09/06/2012: PRIVATE ADVISOR GROUP - REGISTERED INVESTMENT ADVISOR - DBA: PRIVATE ADVISOR GROUP - Investment Related - At Reported Business Location(s) - (HYBRID) PROVIDE ASSET MANAGEMENT FOR FEE AND FINANCIAL PLANS FOR FEE. - 50% OF TIME SPENT 3. 09/03/2013: PRIVATE ADVISORS GROUP, LLC - REGISTERED INVESTMENT ADVISOR - DBA: (HYBRID) WEALTH STRATEGIES & MANAGEMENT LLC - Investment Related - At Reported Business Location(s) - (HYBRID) WE WILL PROVIDE FINANCIAL PLANS AND A SUBSCRIPTION BASED NEWSLETTER AND INVESTMENT CONSULTING SERVICE FOR A FIXED FEE AND/OR AN HOURLY BASIS - 10% OF TIME SPENT 4. 03/10/2014: No Business Name - NON-VARIABLE INSURANCE - Investment Related - At Reported Business Location(s) - Life, Health, DI, LTC through outside agency - 5% OF TIME SPENT 5. 04/22/2016: The Dahan/Yurko Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - START DATE 04/19/2016.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-07-16 |
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