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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-07-15 |
Branch Locations
2851 South Pike Avenue, Suite D, Allentown, PA 18103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jackson National Life Distributors Llc | Denver | CO | 05/2011 | 04/2018 |
| Zen Payroll Inc. (Dba Gusto) | Denver | CO | 05/2018 | 11/2019 |
| Unemployed | Englewood | CO | 11/2019 | 04/2020 |
| Lpl Financial Llc | Englewood | CO | 04/2020 | Present |
| Private Advisor Group | Englewood | CO | 04/2020 | Present |
1. 4/8/2020 - Pinnacle Advisor Group, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 4/15/2020 - Private Advisor Group - DBA: (Hybrid) Pinnacle Advisor Group, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Admin. - Start Date: 06/06/2011 - 160 Hours Per Month/8 Hours During Securities Trading - I provide administrative support to Private Advisor Group, an independent investment advisor firm. I started this business activity in 04/2020. 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 2011-08-28 |
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