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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-03-05 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
549 Broadway 2Nd Floor, Massapequa, NY 11758 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Massapequa | NY | 02/2004 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 01/2024 | Present |
1. 1/26/2004 - TAX PREPARATION - PREPARE PERSONAL AND SMALL BUSINESS INCOME TAX RETURNS. - MASSAPEQUA, NY. 2. 2/5/2004 - STOLA & ASSOCIATES, CORP. - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) 3. 3/28/2011 - TAX PREP/ACCOUNTING/BOOKKEEPING - STOLA & ASSOCIATES, CORP. - INDIVIDUAL AND SMALL COMPANY TAX PREPERATION. - TIME SPENT 20%. 4) 01/02/2025 - Private Advisor Group - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date - 12/03/2024 - 160 Hrs/Mth - 96 Hrs During Trading.I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 12/2024. 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. 5) 03/31/2025 - PAG Growth Partners / Stola & Associates Holdings, LLC - Not Investment Related - Business Entity For Tax/Investment Purposes Only - At Reported Business Location(s) - Start Date:03/01/2025 - 5 Hrs/Mth - 5 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-02 |
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