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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-08 |
| PA | RA | APPROVED | 2014-11-03 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
75 Old Clairton Road, Pittsburgh, PA 15236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Pittsburgh | PA | 09/2013 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 10/2014 | Present |
(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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-10 |
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