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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-08-02 |
| PA | RA | APPROVED | 2016-11-21 |
Branch Locations
15 Brintons Bridge Road, Suite 100, West Chester, PA 19382 • United States
Blue Bell, PA • 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 |
|---|---|---|---|---|
| Janney Montgomery Scott Llc | Philadelphia | PA | 05/2013 | 11/2016 |
| Lpl Financial, Llc | Blue Bell | PA | 11/2016 | Present |
| Private Advisor Group, Llc | Blue Bell | PA | 11/2016 | Present |
1. 12/8/2016 - PRIVATE ADVISOR GROUP - DBA: (Hybrid) PRIVATE ADVISOR GROUP - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Start 11/10/2016 - 140 Hours Per Month During Securities Trading - Time Spent 40% - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity on 12/08/16. I expect to spend approximately 140 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. 2. 5/20/2019 - Cissne Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 05/06/2019 - 160 Hours Per Month/130 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 2007-11-10 |
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