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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2011-11-07 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
Union, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Morristown | NJ | 11/2008 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 11/2011 | Present |
1. 1/30/2012 - PRIVATE ADVISOR GROUP - Investment Related - At Reported Business Location(s) - REGISTERED INVESTMENT ADVISOR - Time Spent 50% - (Hybrid) Provide financial plans. 2. 7/3/2017 - Private Advisor Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 06/30/2017 - 140 Hours Per Month During Securities Trading. 3. 8/9/2017 - Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Started 06/30/2017 - 140 Hours Per Month During Securities Trading - I provide investment advisory services through Private Advisor Group, LLC an independent investment advisor firm. I started this business activity on 8/9/17. 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-15 |
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