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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-08-01 |
| KY | RA | APPROVED | 2016-03-15 |
Branch Locations
2703 Breckenridge Street, Ste A, Owensboro, KY 42303 • 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 |
|---|---|---|---|---|
| Lpl Financial | Owensboro | KY | 02/2016 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 03/2016 | Present |
1)3/1/16-Financial Freedom Partners/DBA for LPL Business/100%/Owensboro, KY 2)3/1/16-Life Insurance/Non-Variable Insurance/Agent/5%/Owensboro,KY 3) 03/31/2016; Private Advisor Group; Registered Investment Advisor DBA; (Hybrid) Financial Freedom Partners, LLC; INV REL; AT REPORTED BUSINESS LOCATION(S); START DATE 2/4/2016; TIME SPENT 100%. 4) 03/31/2016; Private Advisor Group, LLC; Registered Investment Advisor; (Hybrid) Private Advisor Group; INV REL; AT REPORTED BUSINESS LOCATION(S); Advisory services provided by the RIA; TIME SPENT 100% 5). 02/06/2019 - Frisch Financial Advisory Services, Inc. - Investment related - At reported business location(s) - DBA for LPL Business (entity for LPL business) - start date:02/03/2016 - 4 hrs/mo.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 2007-09-11 |
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