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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-24 |
| TN | RA | APPROVED | 2025-03-27 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
795 Ridge Lake Blvd, Suite 100, Memphis, TN 38120 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Memphis | TN | 04/2016 | 10/2022 |
| Lpl Financial Llc | Memphis | TN | 10/2022 | Present |
| Strategic Advisory Services, Llc | Memphis | TN | 10/2022 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 03/2025 | Present |
1. 10/07/2022 - Phoenix Strategic Planning - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date - 09/2022 2. 10/12/2022 - Strategic Advisory Services LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Advisor - Start Date - 2022 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Strategic Advisory Services LLC, an independent investment advisor firm. I started this business activity in 10/2022. I expect to spend approximately 160 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. 06/14/2023 - Crump Financial - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Financial Advisor - Start Date 01/25/2023 - 5 Hours Per Month/ 5 Hours During Securities Trading 4. 04/03/2025 - Private Advisor Group - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start date: 03/26/2025 - 40 Hours Per Month/ 35 Hours During Securities Trading. I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 03/2025. I expect to spend approximately 40 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. 5. 04/03/2025 - Private Advisor Group - Registered Investment Advisor DBA - Investment Related - Start date: 01/01/2024 - 40 Hours Per Month/ 35 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-09-16 |
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