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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-01 |
| CT | RA | APPROVED | 2023-03-17 |
Branch Locations
21C Arts Center Court, Avon, CT 06001 • United States
548 Hopmeadow St, Simsbury, CT 06070 • United States
305 Madison Avenue, Morristown, NJ 07960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sage Financial Design, Inc. | Simsbury | CT | 10/1996 | 05/2022 |
| Connecticut Wealth Management, Llc | Farmington | CT | 05/2022 | 01/2023 |
| Private Advisor Group, Llc | Morristown | NJ | 03/2023 | Present |
| Sage Financial Design, Inc. | Simsbury | CT | 01/2023 | Present |
1.Ms. Sundquist uses WP Financial, LLC as the name of the business under which she provides investment advice through Private Advisor Group, LLC. This activity occurs at the address where Ms. Sundquist is registered, and is related to her investment services practice. Ms. Sundquist devotes about 160 hours per month to this activity, including about 140 hours during securities trading hours, concurrently with time Ms. Sundquist devotes to activity providing investment services through PAG. 2.Ms. Sundquist is a Certified Public Accountant providing tax advice and tax preparation services. This activity is located at the address where Ms. Sundquist is registered, but is not related to her investment services practice. Clients can engage Ms. Sundquist for tax advice and to provide tax preparation services, but any such advice or services are separate and apart from Private Advisor Group.
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