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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-03-02 |
Branch Locations
928 Jaymor Rd Ste C190, Southampton, PA 18966 • 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 |
|---|---|---|---|---|
| Metlife Securities Inc | Bloomfield | CT | 06/2011 | 02/2021 |
| Brighthouse Securities, Llc | Johnson City | NY | 03/2017 | 02/2021 |
| Lpl Financial, Llc | Southampton | PA | 02/2021 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 03/2021 | Present |
1.02/26/2021; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Weintraub Financial LLC; Investment Related; at Reported Business Location(s); Start Date ; hrs/mth; hrs during trading 2.02/26/2021; (Hybrid) Private Advisor Group LLC / Private Advisor Group LLC; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 03/01/2020; 40hrs/mth; 40hrs during trading; I provide investment advisory services through Private Advisor Group an independent investment advisor firm. I started this business activity in 2/2021. 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. 3.02/26/2021; A&E Property Holdings LLC; Mortgage/Real Estate Services; Investment Related; Breinigsville,PA; Start Date ; hrs/mth; hrs during trading 4.01/17/2025; (Hybrid) Weintraub Financial LLC; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 02/01/2025; 40hrs/mth; 40hrs during trading; 5.08/28/2025; Highland Capital; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 08/13/2025; 2hrs/mth; 1hrs during trading 6.07/24/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Bridgeview Capital Planning Inc.; Investment Related; at Reported Business Location(s); Start Date 07/01/2026; 160hrs/mth; 160hrs during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-12-10 |
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