Best Investors Account Sign in
Current Employers
Private Advisor Group, Llc

305 Madison Avenue, Morristown, NJ 07960 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-11-08
PA RA APPROVED 2014-11-03
  • TX RA
    APPROVED_RES
    Since 2025-11-08
  • PA RA
    APPROVED
    Since 2014-11-03

Branch Locations

305 Madison Avenue, Morristown, NJ 07960 • United States

75 Old Clairton Road, Pittsburgh, PA 15236 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Pittsburgh PA 09/2013 Present
Private Advisor Group, Llc Morristown NJ 10/2014 Present
Previous Registrations
Other Businesses

(1) 02/18/2014: AFLAC INC - NON-VARIABLE INSURANCE - Investment Related - At Reported Business Location(s) - 1% OF TIME SPENT - LIFE, HEALTH, DISABILITY. (2) 05/05/2016: Private Advisor Group - Registered Investment Advisor Hybrid - DBA: (Hybrid) Private Advisor Group - Investment Related - At Reported Business Location(s) - Started 11/03/2014 - 36 Hr/Mo; 30 Hours During Securities Trading - IAR (3) 05/25/2016: Private Advisor Group - Registered Investment Advisor DBA - DBA: (Hybrid) Crestwell Financial Partners - Investment Related - At Reported Business Location(s) - Started 11/03/2014 - 150 Hr/Mo; 144 Hours During Securities Trading - advisory services (4) 08/11/2016: Crestwell FInancial Partners - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Started 11/03/2014 - 160 Hr/Mo; 140 Hours During Securities Trading (5) 02/15/2022 - County of Allegeny - Not Investment Related - County Office building, 542 Forbes Ave, Pittsburgh, PA 15219 -Outside/W-2 Employment - Minority Inspector of Votes - Start Date: 01/31/2022 - 1 Hour Per Month/0 Hours During Securities Trading. (6) 09/22/2022 - Gettin'Shwifty LLC - Not Investment Related - 75 Old Clairton Rd Pittsburgh, PA 15236 - Business Entity For Tax/Investment Purposes Only - Owner - Start Date - 09/01/2022 - 1 Hours Per Month/0 Hours During Securities Trading (7) 03/05/2024 - SWInsurance - Insurance Agency - Agent - Investment Related - At Reported Business Location(s) - Start Date 02/15/2024 - 5 Hours Per Month/ 0 Hours During Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-08-10
  • S66 Uniform Combined State Law Examination
    2007-08-10

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Morristown, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor