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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-25 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
56 Harrison St Ste 203, New Rochelle, NY 10801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Deutsche Bank Securities Inc | New York | NY | 12/2011 | 02/2021 |
| Deutsche Bank Trust Company Americas | New York | NY | 01/2003 | 02/2021 |
| Lpl Financial, Llc | New Rochelle | NY | 05/2021 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 05/2021 | Present |
1. 05/17/2021 - FLYNN FINANCIAL PARTNERS - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - Started 02/01/2021. 2. 6/10/2021 - Private Advisor Group - DBA: (Hybrid) Flynn Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 02/03/21 - 200 Hours Per Month - I provide investment advisory services through Private Advisor Group, LLC an investment advisor firm. I started this business activity in 6/2021. 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. 6/10/2021 - Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 02/01/21 - 160 Hours Per Month - I provide investment advisory services through Private Advisor Group, LLC an investment advisor firm. I started this business activity in 6/2021. 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. 4. 01/09/2024 - JBW Financial Holdings, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 10/31/2023 - 5 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-05-12 |
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