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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-08-08 |
| TN | RA | APPROVED | 2016-08-08 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
2031 N. Mount Juliet Rd. Suite 200, Mt. Juliet, TN 37122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Mt. Juliet | TN | 06/2016 | Present |
| Private Advisor Group, Llc | Mt. Juliet | TN | 08/2016 | Present |
1. 1/5/2017 - Private Advisor Group, LLC - DBA: (Hybrid) Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 6/9/2016 - 160 Hours Per Month - Time Spent 100% - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 06, 2016. I expect to spend approximately 160 hours per month on this activity. Please see the Form ADV of the advisory firm for more information about its address, the nature of its business, its owners, and its services at www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 2. 10/18/2017 - EPM Financial - DBA: EPM Financial (Edwards Porter Mattes Financial) - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 10/01/2017 - 40 Hours Per Month/8 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-21 |
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