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Current Employers
Private Advisor Group, Llc

305 Madison Avenue, Morristown, NJ 07960 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-07-26
MI RA APPROVED 2021-02-19
  • TX RA
    APPROVED_RES
    Since 2024-07-26
  • MI RA
    APPROVED
    Since 2021-02-19

Branch Locations

2260 East Saginaw Street, Suite B, East Lansing, MI 48823 • 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
Lpl Financial Llc East Lansing MI 03/2020 Present
Unemployed Ada MI 06/2019 01/2020
Comfort Research Grand Rapids MI 01/2017 05/2019
Knape & Vogt Grand Rapids MI 04/2015 12/2016
Private Advisor Group, Llc Morristown NJ 02/2021 Present
  • 03/2020 → Present
    Lpl Financial Llc
    East Lansing, MI
  • 06/2019 → 01/2020
    Unemployed
    Ada, MI
  • 01/2017 → 05/2019
    Comfort Research
    Grand Rapids, MI
  • 04/2015 → 12/2016
    Knape & Vogt
    Grand Rapids, MI
  • 02/2021 → Present
    Morristown, NJ
Other Businesses

1. 7/7/2020 - Greene Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 7/15/2020 - Private Advisor Group - DBA: (Hybrid) Greene Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Licensed Admin. - Started 2/2/2020 - 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 07/2020. 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. 3. 7/15/2020 - Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Licensed Admin. - Started 2/2/2020 - 160 Hours Per Month - I provide administrative support to Private Advisor Group, an independent investment advisor firm. I started this business activity in 07/2020. 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. 12/17/2021 - Greene Wealth Management - DBA: GreeneWealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 2/3/2020 - 160 Hours Per Month/7 Hours During Securities Trading. 5. 05/02/2024 - Custer Wealth Solutions, LLC - Non-Inv Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date 08/31/2023 - 5 Hours Per Month/ During Trading. 6) 02/04/2025 - GREGORY CUSTER - Real Estate Rental - Investment Related - Home Based - Start Date:01/01/2025 - 2 Hrs/Mth - 0 Hrs During Trading. 7) 03/24/2025 - Almanza Wealth Management and abbreviation Almanza - Investment Related - DBA for LPL Business (entity for LPL business) East Lansing, MI 48823 - Start Date: 04/01/2025 - 120 Hrs/Mth - 6 Hrs During Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-01-14
  • S66 Uniform Combined State Law Examination
    2021-01-14

View on SEC IAPD

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