Best Investors Account Sign in
Current Employers
Private Advisor Group, Llc

305 Madison Avenue, Morristown, NJ 07960 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2017-06-21
  • VA RA
    APPROVED
    Since 2017-06-21

Branch Locations

305 Madison Avenue, Morristown, NJ 07960 • United States

Warrenton, VA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Valic Financial Advisors, Inc. Linticum MD 06/2012 03/2017
Lpl Financial, Llc Warrenton VA 06/2017 Present
Private Advisor Group, Llc Charlottesville VA 06/2017 Present
Previous Registrations
Other Businesses

1. 6/7/2017- COFFEE ROASTING - Not Investment Related - 690 RACE COURSE ROAD - Other-BUSINESS OWNER - Started 1/1/2010 - 5 Hours Per Month/0 Hours During Securities Trading - Time Spent 2%. 2. 6/7/2017- THE IMAGINARY BLUES BAND - Not Investment Related - 690 RACE COURSE ROAD, WARRENTON, VA 20186 - Other-Musician - Started 6/1/2011 - 10 Hours Per Month/0 Hours During Securities Trading - Time Spent 2%. 3. 11/8/2018 - Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 5/23/2017 - 40 Hours Per Month/10 Hours During Securities Trading - Time Spent 10% - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity on 11/08/2018. I expect to spend approximately 40 hours/month on this activity. Please see the advisory firms 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. 5/6/2019 - Wells Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 05/01/2019 - 160 Hours Per Month/130 Hours During Securities Trading. 5. 11/5/2020 - Door Dash - Not Investment Related - Door Dash corporate address: 901 Market Street Suite 600 San Francisco, CA 94103 USA - Outside/W-2 Employment - Door Dash Delivery Driver - Started 09/25/2020 - 15 Hours Per Month/4 Hours During Securities Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-08-18
  • S66 Uniform Combined State Law Examination
    2012-08-18
Other Names
  • Bob Wells

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Morristown, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor