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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-02-01 |
Branch Locations
3411 Cross Timbers Road, Suite 200, Flower Mound, TX 75028 • United States
305 Madison Avenue, Morristown, NJ 07960 • United States
15301 Spectrum Drive, Suite 390, Addison, TX 75001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Flower Mound | TX | 10/2012 | Present |
| Independent Financial Partners | Flower Mound | TX | 10/2012 | 02/2019 |
| Youngblood Wealth Management | Flower Mound | TX | 03/2015 | Present |
| Private Advisor Group, Llc | Flower Mound | TX | 02/2019 | Present |
(1) 04/15/2014: Cotton Wealth Management Associates - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) (2) 03/04/2015: Youngblood Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - 2901 Corporate Circle, Flower Mound TX 75028 and 15301 Spectrum Drive Ste 390, Addison TX 75001 - Start 02/16/2015 - 160 Hr/Mo; 160 Hour(s) During Securities Trading - DBA for LPL Brokerage business (3) 10/22/2018 - Private Planning Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 07/05/2018 - 150 Hours Per Month During Securities Trading. (4) 4/11/2019 - Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - IAR - Start Date: 02/01/2019 - 160 Hours Per Month/160 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity on 4/11/2019. I expect to spend approximately 160 hours/month on this activity. Please see the advisory firms 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) 7/29/2021 - Private Advisor Group - DBA: (Hybrid) Youngblood Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 07/22/2021 - 10 Hours Per Month During Securities Trading - I provide investment advisory services through Portfolio Advisors Group, Inc., an independent investment advisor firm. I started this business activity in 7/2021. I expect to spend approximately 80 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 | 2012-09-13 |
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