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Current Employers
Private Advisor Group, Llc

305 Madison Avenue, Morristown, NJ 07960 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2020-12-03
  • TN RA
    APPROVED
    Since 2020-12-03

Branch Locations

795 Ridge Lake Blvd, Suite 100, Memphis, TN 38120 • United States

305 Madison Avenue, Morristown, NJ 07960 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bed Bath & Beyond Memphis TN 07/2015 08/2018
Target Memphis TN 07/2018 09/2019
The University Of Memphis Memphis TN 08/2019 05/2020
Memphis Planning And Wealth Memphis TN 01/2020 05/2020
Lpl Financial Memphis TN 05/2020 Present
Private Advisor Group, Llc Morristown NJ 10/2020 Present
  • 07/2015 → 08/2018
    Bed Bath & Beyond
    Memphis, TN
  • 07/2018 → 09/2019
    Target
    Memphis, TN
  • 08/2019 → 05/2020
    The University Of Memphis
    Memphis, TN
  • 01/2020 → 05/2020
    Memphis Planning And Wealth
    Memphis, TN
  • 05/2020 → Present
    Lpl Financial
    Memphis, TN
  • 10/2020 → Present
    Morristown, NJ
Other Businesses

1) 06/2020 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - MEMPHIS PLANNING AND WEALTH - INVESTMENT RELATED - MEMPHIS, TN 38120 2) 02/26/2025 - Memphis Planning and Wealth - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 05/19/2023 - 173 hours per month/ 160 hours during trading 3) 02/26/2025 - Private Advisor Group, LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 05/19/2023 - 173 hours per month/ 160 hours during trading - I provide investment advisory services through Private Advisor Group, LLC, an independent investment advisor firm. I started this business activity in 05/2023. I expect to spend approximately 173 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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-06
  • S66 Uniform Combined State Law Examination
    2020-10-06
Other Names
  • Jarrod Micahel Trouy

View on SEC IAPD

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