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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-05 |
| IN | RA | APPROVED | 2018-11-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Schererville | IN | 09/2013 | Present |
| Independent Financial Partners | Schererville | IN | 12/2015 | 11/2018 |
| Harvest Financial Planning Llc | Schererville | IN | 11/2013 | Present |
| Private Advisor Group, Llc | Schererville | IN | 11/2018 | Present |
1.05/24/2022; Private Advisor Group; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 05/19/2022; 160hrs/mth; 6hrs during trading; 2.05/25/2022; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Prosper Financial; Investment Related; at Reported Business Location(s); Start Date 05/19/2022; 160hrs/mth; 6hrs during trading 3.11/16/2022; Private Advisor Group; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 11/10/2022; 130hrs/mth; 160hrs during trading; 4.10/03/2023; None; Other - Public Notary; Investment Related; at Reported Business Location(s); Start Date 09/28/2023; 1hrs/mth; 0hrs during trading 5.12/07/2023; Prosper Holding, LLC; Real Estate Rental; Investment Related; 930 West US Hwy 30 Schererville,IN; Start Date 09/28/2023; 2hrs/mth; 1hrs during trading 6.05/20/2026; (Hybrid) Mehok Wealth Management; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 04/23/2026; 140hrs/mth; 10hrs during trading; Private Advisor Group - DBA Mehok Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date - 04-23-2022 160 house per month/6 hours during securities trading - I provide investment advisory services through Private Advisor Group an independent investment advisor firm. I started this business activity in 04/2026. I expect to spend approximately 160 hours per month on this activity. please the advisory firm's form ADV for more information about it's address, the nature of it's 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 | 2015-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 2015-06-08 |
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