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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-12-06 |
| VA | RA | APPROVED | 2024-12-05 |
Branch Locations
Jersey City, NJ • United States
663 South Washington Street, Alexandria, VA 22314 • 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 | Jersey City | NJ | 06/2024 | Present |
| Unemployed/Travel | N/A | XX | 04/2024 | 06/2024 |
| Gracie Point | New York City | NY | 06/2022 | 04/2024 |
| Deloitte And Touche Llc | Jersey City | NJ | 09/2020 | 06/2022 |
| Stevens Institute Of Technology | Hoboken | NJ | 08/2016 | 05/2020 |
| Deloitte And Touche Llc | Jersey City | NJ | 05/2019 | 07/2019 |
| Rhode Island Infrastructure Bank | Providence\ | RI | 05/2018 | 08/2018 |
| Unemployed | N/A | XX | 05/2020 | 09/2020 |
| Private Advisor Group, Llc | Morristown | NJ | 12/2024 | Present |
1- 09/2024 / Thrive Wealth Advisors / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s) . 2) 02/10/2025 - Private Advisor Group - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:01/01/2025 - 155 Hrs/Mth - 155 Hrs During Trading.I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 01/2025. I expect to spend approximately 155 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) 02/26/2025 - Private Advisor Group - Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date:01/01/2025 - 155 Hrs/Mth - 155 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-15 |
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