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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2020-01-29 |
Branch Locations
1939 Roland Clarke Place Suite 400, Reston, VA 20191 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Reston | VA | 10/2014 | 01/2020 |
| Jtb International And Global Advisor Group | Reston | VA | 03/2016 | 01/2020 |
| Raymond James Financial Services Advisors Inc. | Reston | VA | 11/2017 | 01/2020 |
| Lpl Financial Llc | Reston | VA | 01/2020 | Present |
| Private Advisor Group, Llc | Reston | VA | 01/2020 | Present |
1. 1/29/2020 - Global Advisor Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 1/15/2020 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 2. 2/6/2020 - Private Advisor Group - DBA: (Hybrid) Global Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 1/15/2020 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 02/2020. 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. 3. 2/6/2020 - Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 1/15/2020 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 02/2020. 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2015-10-23 |
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