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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-09-10 |
| IL | RA | APPROVED | 2015-09-08 |
Branch Locations
24 S Bothwell St, Palatine, IL 60067 • 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 | Palatine | IL | 07/2000 | 12/2022 |
| Private Advisor Group, Llc | Palatine | IL | 09/2015 | Present |
1. Mr. Freckman uses Purposeful Wealth Inc. as the name of the business under which he provides investment advice through Private Advisor Group, LLC. This activity is at the address Mr. Freckman is registered at, and is related to his investment services practice. Mr. Freckman devotes about 160 hours per month to this activity, including about 140 hours during securities trading hours, concurrently with time Mr. Freckman devotes to activity providing investment services through PAG. 2. Mr. Freckman is a notary public. Notarial services are separate and apart from Private Advisor Group. 3. Mr. Freckman is an owner of Third West LLC which rents out a residential property. This activity is not at the address where Mr. Freckman is registered, and is not related to his investment services practice. Mr. Freckman devotes a minimal amount of time to this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-04 |
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