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Current Employers
Private Advisor Group, Llc

305 Madison Avenue, Morristown, NJ 07960 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-06-26
PA RA APPROVED 2011-08-02
  • TX RA
    APPROVED_RES
    Since 2026-06-26
  • PA RA
    APPROVED
    Since 2011-08-02

Branch Locations

682 N. Brookside Rd Suite 200, Allentown, PA 18106 • United States

305 Madison Avenue, Morristown, NJ 07960 • United States

701 Lawn Avenue, Sellersville, PA 18960 • United States

3452 Easton Ave, Bethlehem, PA 18020 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Allentown PA 01/2010 Present
Private Advisor Group, Llc Allentown PA 07/2011 Present
Integrity Wealth Management Llc Allentown PA 03/2016 Present
  • 01/2010 → Present
    Lpl Financial Llc
    Allentown, PA
  • 07/2011 → Present
    Allentown, PA
  • 03/2016 → Present
    Integrity Wealth Management Llc
    Allentown, PA
Previous Registrations
Other Businesses

1. 09/15/2011: Private Advisor Group - Registered Investment Advisor - DBA: Private Advisor Group - Investment Related - At Reported Business Location(s) - 60% Time Spent - Investment advisory services through Private Advisor Group, a registered advisory firm, charging a fixed fee. 2. 06/17/2015: Private Advisor Group - Registered Investment Advisor Hybrid - DBA: (Hybrid) Integrity Wealth Partners - Investment Related - 682 N. Brookside Rd. Allentown PA 18106 - Start 06/11/2015 - 180 Hr/Mo; 150 Hour(s) During Securities Trading - All IAR's are registered with LPL Financial. The RIA is Private Advisor Group and the DBA is Integrity Wealth Partners. 3. 09/30/2016: Private Advisor Group - Registered Investment Advisor DBA - DBA: (Hybrid) Integrity Wealth Management LLC - Investment Related - 682 N. Brookside Rd. Allentown PA 18106 - Start 09/06/2016 - 20 Hr/Mo; 15 Hour(s) During Securities Trading - I provide investment advisory services Private Advisor Group, an independent investment advisor firm. I started this business activity on 8/30/16. I expect to spend approximately 20 hours/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. 1/11/2017: Integrity Wealth Management LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 09/06/2016 - 20 Hours Per Month/15 Hours During Securities Trading - I provide financial planning and consulting services through Integrity Wealth Management LLC, an independent investment advisor firm. I started this business activity in Dec, 2016. I expect to spend approximately 20 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 advisory firm is separate from and independent of LPL Financial. 5. 7/11/2019 - Integrity Wealth Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 06/15/2015 - 160 Hours Per Month/12 Hours During Securities Trading. 6. 7/17/2019 - No Business Name - Investment Related - Home Based & Bethlehem PA 18018 - Real Estate Rental - Started 04/01/2017 - 5 Hours Per Month/0 Hours During Securities Trading. 7. 7/24/2019 - No Business Name - Investment Related - 210 Bella Vista Dr. Bethlehem PA 18017 & 515 4th Ave Bethlehem PA 18018 - Real Estate Rental - Started 12/01/2004 - 8 Hours Per Month/0 Hours During Securities Trading. 8. 08/16/2022 - Integrity Wealth Holdings, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 07/31/2022 - 5 Hours Per Month/5 Hours During Securities Trading. 9. 01/31/2024 - GMI Digital LLC - Other - Art Curation - Partner - Not Investment Related - Home Based - Start Date 05/15/2023 - 20 Hours Per Month/ 1 Hour During Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-12-21
S63 Uniform Securities Agent State Law Examination 2004-09-10
  • S66 Uniform Combined State Law Examination
    2009-12-21
  • S63 Uniform Securities Agent State Law Examination
    2004-09-10

View on SEC IAPD

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