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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2013-07-02 |
Branch Locations
544 South Main Street, Harrisonburg, VA 22801 • 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, Llc | Fairfax | VA | 10/2007 | Present |
| Private Advisor Group, Llc | Fairfax | VA | 07/2013 | Present |
(1) 01/09/2013: GOOD WEALTH MANAGEMENT INC. - Business Entity For Tax/Investment Purposes Only - Investment Related - At Reported Business Location(s) - 1% Time Spent (2) 07/03/2013: Private Advisor Group - Registered Investment Advisor DBA - DBA: (HYBRID) Private Advisor Group - Investment Related - At Reported Business Location(s) - 65% Time Spent - (HYBRID) Provide financial plan for a fee (3) 01/25/2016: Good Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start 08/19/2008 - 0 Hr/Mo (4) 4/11/2017 - Private Advisor Group - DBA: (Hybrid) Good Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 07/02/2013 - 100 Hours Per Month/80 Hours During Securities Trading - I provide investment advisory services through Private ADVISOR GROUP, an independent investment advisor firm. I started this business activity on 4/11/2017. I expect to spend approximately 100 hours/month on this activity. Please see the advisory firms 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. (5) 10/14/2022 - SDG Food, LLC, DBA Vocelli Harrisonburg - Not Investment Related - 498 University, Unit C Harrisonburg, VA 22801 - Other-Business Owner - Owner - Start Date - 09/09/2022 - 5 Hours Per Month/1 Hours During Securities Trading - Food sales (Pizza Franchise). (6) 11/21/2022 - GWM Properties, LLC - Investment Related - 544 S. Main St., Harrisonburg, VA 22801 - Real Estate Rental - Start Date: 12/16/2010 - 3 Hours Per Month/0 Hours During Securities Trading - The property is a two-story, single detached dwelling.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-07 |
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