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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2015-03-20 |
| TX | RA | APPROVED | 2015-03-20 |
Branch Locations
2948 Washington Road, Mcmurray, PA 15317 • United States
305 Madison Avenue, Morristown, NJ 07960 • United States
Ligonier, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Mcmurray | PA | 03/2015 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 03/2015 | Present |
(1) 03/20/2015: BOTKIN FAMILY WEALTH MANAGEMENT - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S) (2) 04/14/2015 - PRIVATE ADVISOR GROUP - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR - (HYBRID) PRIVATE ADVISOR GROUP - 100% TIME SPENT (3) 02/18/2016 * Halo Holdings, LLC * Business Entity For Tax/Investment Purposes Only * NOT INV REL * AT REPORTED BUSINESS LOCATION(S) * START 11/14/2014 * 1 HR/MO NOT DURING SECS TRDG HRS. (4) 03/09/2016 * Private Advisor Group * Registered Investment Advisor DBA * (Hybrid) Botkin Family Wealth Management * INV REL * AT REPORTED BUSINESS LOCATION(S) * TIME SPENT 100% (5) 09/21/2017 - Botkin Evolve - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - start date 10/02/2017 - 10 hours per month 5 hours per securities trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-13 |
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