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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2020-11-09 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2020-06-24 |
| TX | RA | APPROVED | 2020-06-22 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 09/2017 | 06/2020 |
| Wells Fargo Home Mortgage | Honolulu | HI | 03/2016 | 06/2017 |
| Bank Of Hawaii | Honolulu | HI | 06/2017 | 09/2017 |
| Lpl Financial, Llc | Mcminnville | TN | 06/2020 | Present |
| Private Advisor Group, Llc | Mcminnville | TN | 06/2020 | Present |
1. 6/22/2020 - PURE WEALTH PARTNERS LLC - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - Started 06/22/2020 - 200 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 2. 6/30/2020 - Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 06/22/2020 - 200 Hours Per Month - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 06/2020. I expect to spend approximately 200 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. 3. 6/30/2020 - Private Advisor Group - DBA: (Hybrid) Pure Wealth Partners LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 06/22/2010 - 200 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 06/2020. I expect to spend approximately 200 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. 03/20/2026-Rental Property-Owner-Real Estate Rental-Inv related-At McMinnville, TN-Start date 04/01/2026-1hrs/mth-0hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-29 |
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