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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-31 |
| PA | RA | APPROVED | 2021-02-17 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
682 North Brookside Road, Allentown, PA 18106 • United States
701 Lawn Avenue, Sellersville, PA 18960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Willy Joe's Restaurant | Allentown | PA | 01/2012 | 06/2020 |
| Wursta Corporation | Allentown | PA | 07/2015 | 06/2020 |
| Lpl Financial, Llc | Allentown | PA | 08/2020 | Present |
| Private Advisor Group | Allentown | PA | 07/2020 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 02/2021 | Present |
1) 08/2020 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INTEGRATED WEALTH PARTNERS - INVESTMENT RELATED - ALLENTOWN, PA 18106 2) 8/19/2020 - Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Registered Admin. - Started 7/2020 - 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 08/2020. 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) 8/19/2020 - Private Advisor Group - DBA: (Hybrid) Integrity Wealth Management LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 7/2020 - 160 Hours Per Month - I provide administrative support to Private Advisor group, an independent investment advisor firm. I started this business activity in 08/2020. 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-05 |
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