Daniel Ross Helf

Current Employers

Employment History

• 11/2010 → Present
  Lpl Financial Llc
  Middleton, WI
• 12/2014 → Present
  Private Advisor Group, Llc
  Middleton, WI

Previous Registrations

• 2009-07-01 → 2010-11-30
  Nrp Advisors, Inc.
  Madison, WI
  Bryan, OH

Other Businesses

(1) 11/30/2010: THE MHK GROUP - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - EMPLOYEE AND REGISTERED REPRESENTATIVE. - TIME SPENT 100% - MIDDLETON, WI. (2) 5/2/2011: MHK RETIREMENT PARTNERS - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - MIDDLETON, WI (3) 02/25/2015: PRIVATE ADVISOR GROUP, LLC - INV REL - 9701 BRADER WAY, SUITE 202, MIDDLETON, WI 53562 - REGISTERED INVESTMENT ADVISOR: (HYBRID) PRIVATE ADVISOR GROUP, LLC - START 11/12/2014 - 160 HR/MO ALL DURING SECS TRDG HRS - FINANCIAL PLANNING SERVICES (4) 02/25/2015: PRIVATE ADVISOR GROUP, LLC - 9701 BRADER WAY, SUITE 202, MIDDLETON, WI 53562 - REGISTERED INVESTMENT ADVISOR DBA: (HYBRID) MHK RETIREMENT PARTNERS - START 08/01/2008 - 160 HR/MO ALL DURING SECS TRDG HRS - ADVISORY SERVICES. (5) 12/23/2022 - Private Advisor group - DBA: Standard of (k)are Advisors / SOK Advisor - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date - 01/01/2023 - 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 in 12/2022. 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. (6) 05/31/2023 - Standard of (k)are Advisors / SOK Advisor - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date 01/01/2023 - 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 in 06/2023. 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.

Exams

• S66 Uniform Combined State Law Examination
  2008-10-23