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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-07-22 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
1939 Roland Clarke Place Suite 400, Reston, VA 20191 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Idb Capital Corp. | New York | NY | 05/2015 | 03/2022 |
| Israel Discount Bank Of New York | New York | NY | 05/2015 | 03/2022 |
| Lpl Financial Llc | Reston | VA | 06/2022 | Present |
| Private Advisor Group, Llc | Reston | VA | 06/2022 | Present |
1. 10/19/2022 - Private Advisor - DBA: Global Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - senior investment strategist - Start Date - 03/31/2022 - 180 Hours Per Month/180 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 10/2022. I expect to spend approximately 180 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. 2. 10/19/2022 - Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - senior investment strategist - Start Date - 03/31/2022 - 180 Hours Per Month/180 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 10/2022. I expect to spend approximately 180 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. 3. 11/07/2022 - Global Advisor Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - senior investment strategist - Start Date - 03/31/2022 - 180 Hours Per Month/180 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-07-21 |
| S65 | Uniform Investment Adviser Law Examination | 2022-07-14 |
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