Joseph Craig Conroy

Current Employers

Employment History

• 03/2008 → Present
  Lpl Financial, Llc
  Bel Air, MD
• 12/2016 → 12/2020
  Synergy Financial Group, Llc (Dba: Sfg Wealth Management)
  Towson, MD
• 01/2021 → Present
  Private Advisor Group, Llc
  Bel Air, MD

Previous Registrations

• 2016-12-16 → 2021-01-04
  Sfg Wealth Management
  Towson, MD
  Bel Air, MD
• 2007-12-17 → 2008-03-18
  Ameriprise Financial Services, Llc
  Owings Mills, MD

Other Businesses

1. 4/14/2014: NON-VARIABLE INSURANCE - CRUMP - SELL FIXED INSURANCE THROUGH CRUMP AS A BROKER. - TIME SPENT 3% - TOWSON, MD. 2. 4/14/2020 - No Business Name - Not Investment Related - Home Based - Other-Author - Started 05/01/2018 - 10 Hours Per Month/5 Hours During Securities Trading - Author of the book: Decades & Decisions. 3. 1/29/2021 - Private Advisor Group, LLC - DBA: (Hybrid) Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 01/08/2021 - 160 Hours Per Month/130 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 1/2021. 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. 4. 1/29/2021 - Private Advisor Group - DBA: (Hybrid) Harford Retirement Planners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 01/08/2021 - 160 Hours Per Month/130 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 1/2021. 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. 5. 2/1/2021 - Harford Retirement Planners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 01/08/2020 - 160 Hours Per Month/130 Hours During Securities Trading. 6. 09/06/2022 - No Business Name - Investment Related - Bel Air, MD, 21014 - Real Estate Rental - 50/50 Owners - Start Date - 03/01/2023 - 1 Hours Per Month/0 Hours During Securities Trading 7. 04/08/2024 - Simplicity Group - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 10/21/2021 - 4 Hours Per Month/ During Trading 8. 12/06/2024 - Real Estate Rental - Investment Related - Ocean City, MD - Start Date 01/01/2025 - 1 hour per month/ during trading

Exams

• S66 Uniform Combined State Law Examination
  2007-12-14