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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2017-11-17 |
| TX | RA | APPROVED | 2017-11-17 |
Branch Locations
112 Sand Mountain Dr, Albertville, AL 35950 • United States
305 Madison Avenue, Morristown, NJ 07960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc | Huntsville | AL | 04/2007 | 11/2017 |
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 07/2016 | 11/2017 |
| Mml Investors Services, Llc | Albertville | AL | 03/2017 | 11/2017 |
| Lpl Financial Llc | Albertville | AL | 11/2017 | Present |
| Private Advisor Group, Llc | Albertville | AL | 11/2017 | Present |
1. 11/17/2017 - / REAL ESTATE RENTAL/ 1%/ 112 SAND MOUNTAIN DR NW ALBERTVILLE AL 35950 / Investment Related /Start Date: 08/01/2015/1 Hrs/Mth - 1 Hrs During Trading. 2. 12/5/2017 - Private Advisor Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Start 11/17/2017 - 125 Hours Per Month/5 Hours During Securities Trading - Time Spent 50% - I provide investment advisory services through Private Advisor Group, Inc., an independent investment advisor firm. I started this business activity on 12/05/2017. I expect to spend approximately 125 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. 3. 12/2/2020 - Gore & Stisher Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 1/1/2021 - 172 Hours Per Month/8 Hours During Securities Trading. 4. 11/16/2023 - Concourse Financial/Ash Brokerage - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 01/02/2023 - 4 Hours Per Month/ 1 Hour During Trading 5) 06/26/2025 -NexPoint - Investment Related - Insurance Agency - At Reported Business Location(s) - Start Date: 06/20/2025 - 4 Hrs/Mth - 2 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-06 |
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