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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-12-20 |
Branch Locations
376 Main St, Ste 200, Bedminster, NJ 07921 • 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 |
|---|---|---|---|---|
| Macro Consulting Group | Parsippany | NJ | 01/2018 | 02/2021 |
| Mutual Securities, Inc. | Parsippany | NJ | 01/2018 | 02/2021 |
| Lpl Financial | Hackettstown | NJ | 12/2014 | 08/2017 |
| Stockton University | Galloway | NJ | 09/2013 | 12/2016 |
| Lpl Financial & Macro Consulting Group | Parsippany | NJ | 09/2017 | 01/2018 |
| Lpl Financial | Bedminister | NJ | 02/2021 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 12/2023 | Present |
1- 09/272023 / Main Street Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / 160 Hrs Mnth / 8 Hrs During Trading / start date 2/8/2021 2- 09/27/2023 / Notary / Non Investment Related / 160 Hrs Mnth / 8 Hrs During Trading / start date 06/22/21 3. 09/04/2025 - Private Advisor Group - Registered Investment Advisor Hybrid - Inv rel - At reported Business Location(s) - Start date: 11/28/2023- 120hrs/mnth 7 hrs during Trading . .I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 11/2023. I expect to spend approximately 120 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-22 |
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