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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-05-29 |
| IN | RA | APPROVED | 2024-05-28 |
| TX | RA | APPROVED | 2024-05-28 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
2703 Breckenridge Street, Ste. A, Owensboro, KY 42303 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Evansville | IN | 02/2018 | 05/2024 |
| First Security Bank | Owensboro | KY | 11/2016 | 02/2018 |
| Ss&C Technologies Inc. | Evansville | IN | 05/2015 | 11/2016 |
| White House Black Market | Evansville | IN | 09/2014 | 08/2017 |
| University Of Southern Indiana | Evansville | IN | 05/2011 | 04/2018 |
| Lpl Financial Llc | Owensboro | KY | 05/2024 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 05/2024 | Present |
1- 05/2024 / Notary / Investment Related 2- 05/2024 / Financial Freedom Partners / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hr mnth / 8 hrs during trading 3- 05/29/2024 - Financial Freedom Partners, LLC - Registered Investment Advisor DBA - Admin - Investment Related - At Reported Business Location(s) - Start Date 05/28/2024 - 160 Hours Per Month/ 8 Hours During Trading - I provide administrative support to Private Advisor Group, an independent investment advisor firm. I started this business activity 5/2024. 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-15 |
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