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Private Advisor Group, LLC CRD 155216
$44.3B regulatory AUM 1,033 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2020-08-27 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
901 Wilshire Drive, Suite 262, Troy, MI 48084 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dfcu Financial | Birmingham | MI | 07/2016 | 08/2020 |
| Cuso Financial Services, Lp | San Diego | CA | 07/2016 | 08/2020 |
| Private Advisor Group, Llc | Morristown | NJ | 08/2020 | Present |
1.Mr. Dziklinski uses Artemis Wealth Advisors as the name of the business under which he provides investment advice through Private Advisor Group, LLC. This activity is at the address Mr. Dziklinski is registered at, and is related to his investment services practice. Mr. Dziklinski devotes about 160 hours per month to this activity, including about 140 hours during securities trading hours, concurrently with time Mr. Dziklinski devotes to activity providing investment services through PAG. 2.Mr. Dziklinski holds a license to sell insurance, but any such insurance business is separate and apart from investment advisory services that Mr. Dziklinski provides. Mr. Dziklinski may recommend the purchase of certain insurance-related products on a commission basis. Clients can engage Mr. Dziklinski to purchase insurance products on a commission basis, but any such purchases are separate and apart from Private Advisor Group.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-05 |
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