Heather Anne Marcus

Current Employers

Employment History

• 04/2013 → Present
  Trihill Financial Advisors
  York, PA
• 05/2013 → 01/2019
  Lpl Financial Llc
  York, PA
• 01/2019 → 03/2020
  Lpl Financial Llc
  York, PA
• 02/2020 → Present
  Lpl Financial Llc
  York, PA
• 06/2021 → Present
  Private Advisor Group, Llc
  Morristown, NJ

Other Businesses

1) 02/19/2020 - Tri Hill Financial Advisors - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 03/2020 - 125 hr/mth 2)02/19/2020 - Notary - non-inv rel - State of PA - start: 02/2019 - 1 hr/mth 2) 03/03/2020 - Notary - Not Investment Related - At Reported Business Location(s) - Other - Start Date 02/19/2009 - 1 Hour Per Month/ During Trading 3) 06/27/2023 - Tri Hill Financial Advisors LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date 03/13/2013 - 160 Hours Per Month/ 65 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 06/2023. 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. 4) 06/27/2023 - Private Advisor Group LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date 03/13/2013 - 1 Hour Per Month/ 1 Hour During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 06/2023. 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) 06/28/2023 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date 05/25/2014 - 40 Hours Per Month/ 10 Hours During Securities Trading

Exams

• S66 Uniform Combined State Law Examination
  2020-09-28

Other Names

• Heather Anne Wright