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Current Employers
Private Advisor Group, Llc

305 Madison Avenue, Morristown, NJ 07960 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-07-31
PA RA APPROVED 2021-02-17
  • TX RA
    APPROVED
    Since 2024-07-31
  • PA RA
    APPROVED
    Since 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

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
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
  • 01/2012 → 06/2020
    Willy Joe's Restaurant
    Allentown, PA
  • 07/2015 → 06/2020
    Wursta Corporation
    Allentown, PA
  • 08/2020 → Present
    Lpl Financial, Llc
    Allentown, PA
  • 07/2020 → Present
    Private Advisor Group
    Allentown, PA
  • 02/2021 → Present
    Morristown, NJ
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-02-05
  • S66 Uniform Combined State Law Examination
    2021-02-05
Designations

View on SEC IAPD

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