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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-07-26 |
| MI | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-14 |
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