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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-04-14 |
Branch Locations
3559 Chipman Road, Easton, PA 18045 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Easton | PA | 01/2015 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 04/2025 | Present |
1) 01/25/2023 - MSM Wealth Management - DBA for LPL Business (entity for LPL business) - inv rel - at reported location(s) - Start Date:07/01/2015 - 0 Hrs/Mth - 0 Hrs During Trading. 2) 01/25/2023 - Moravian Academy High School - Head Lacrosse Coach at Moravian Academy High School - not inv-rel - Bethlehem, PA - Outside/W-2 Employment - start date 03/06/2023 - 0 Hrs/Mth - 0 Hrs During Trading. 3) 1/31/2023 - Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Registered Admin - Start Date - 07/01/2015 - 160 Hours Per Month/8 Hours During Securities Trading - I provide administrative support to Private Advisor Group, an independent investment advisor firm. I started this business activity in 2/2023. 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. 4) 08/21/2025 - MSM Wealth Management - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:08/08/2025 - 240 Hrs/Mth - 130 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-07 |
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