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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2016-01-22 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
901 Wilshire Drive, Suite 262, Troy, MI 48084 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Birmingham | MI | 09/2014 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 01/2016 | Present |
1. 11/24/2014: CJBC Ventures - Investment Related - 3200 Braodmoor SE, Grand Rapids, MI 49512 - Business Entity For Tax/Investment Purposes Only - Started 10/30/2014 - 160 Hours Per Month During Securities Trading. 2. 1/16/2015: Millennium Wealth Management - Investment Related At Reported Business Location - DBA for LPL Business (entity for LPL business) - Started 01/20/2016 - 10 Hours Per Month/1 Hour During Securities Trading. 3. 2/17/2016: Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 01/20/2016 - 150 Hours Per Month/7 Hours During Securities Trading - Advisory services. 4. 2/17/2016: Private Advisor Group - DBA: (Hybrid) Millennium Wealth Management - Investment Related - Registered Investment Advisor DBA - Started 01/20/2016 - 150 Hours Per Month/7 Hours During Securities Trading - Advisory services. 5. 01/24/2024 - Artemis Wealth Advisors - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start DAte 03/01/2024 - 200 Hours Per Month/ 8 Hours During Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 01/2024. 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. 04/02/2024 - Artemis Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 03/01/2024 - 200 Hours Per Month/ 8 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-19 |
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