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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-01-13 |
| TX | RA | APPROVED | 2024-07-26 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
Wyckoff, NJ • United States
435 Ringwood Avenue, Pompton Lakes, NJ 07442 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Private Portfolio Partners, Llc | Paramus | NJ | 06/2017 | 08/2019 |
| Lpl Financial, Llc | Paramus | NJ | 01/2005 | 08/2019 |
| Sct Restaurant Llc | Palisades Park | NJ | 09/2004 | Present |
| Ifp Securities, Llc | Tampa | FL | 08/2019 | Present |
| Independent Financial Partners | Tampa | FL | 08/2019 | Present |
| Lpl Financial Llc | Pine Brook | NJ | 05/2023 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 05/2023 | Present |
1) 03/07/2023 - Pachooms LLC - Real Estate Rental - owner - 433-435--437 Ringwood Ave Pompton Lakes NJ - Investment related - 1 Hour per month - Start date: 05/01/2019. 2) 03/07/2023 - Steven Testino - Non-Variable Insurance - Selling: fixed and whole life/Midland National - Wycoff NJ 07481 - Investment related - 2 Hours per month - Start date: 03/08/2023. 3) 03/07/2023 - MSIX Capital Partners - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 4) 05/11/2023 - MSIX Capital Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Advisor - Start Date 03/08/2023 - 160 Hours Per Month/7 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Private Advisor Group, LLC, an independent investment advisor firm. I started this business activity in 05/2023. 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. 5) 05/11/2023 - Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Advisor - Start Date 03/07/2023 - 160 Hours Per Month/7 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Private Advisor Group, LLC, an independent investment advisor firm. I started this business activity in 05/2023. 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. 6) 03/21/2024 - Optik Financial - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/17/2023 - 80 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-04-16 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-27 |
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