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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-01-23 |
Branch Locations
185 Fairfield Ave #4C, West Caldwell, NJ 07006 • 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 |
|---|---|---|---|---|
| Russell P. Zamloot, Cpa | Verona | NJ | 12/2007 | 11/2019 |
| Russell P. Zamloot Cpa, Llc | Verona | NJ | 12/2019 | Present |
| Avantax Advisory Services | West Orange | NJ | 09/2020 | 12/2022 |
| Avantax Investment Services, Inc. | West Orange | NJ | 09/2020 | 12/2022 |
| Couto Defranco P.A. | West Orange | NJ | 09/2020 | 10/2021 |
| Lpl Financial Llc | West Caldwell | NJ | 01/2024 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 01/2024 | Present |
1) 01/2024 - Russell P Zamloot CPA LLC / Tax Prep/Accounting/CPA / Inv. Related / Verona, NJ / Start 12/26/2019 - 20 Hrs per month - 10% Time Spent 2) 01/2024 - Russell P. Zamloot / Owner / Real Estate Rental / Lincoln Park, NJ / Start date 08/04/2004 - 1 Hrs per month 3) 01/2024 - Anchor Financial Associates, LLC /DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)160 Hrs per month / 90% Time Spent 4) 01/2024 - Private Advisor Group / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)160 Hrs per month / 100% Time Spent 5) 01/24/2024 - Private Advisor Group, LLC - Inv Related - At Reported Business Location(s) - Registered Investment Advisor - Started: 1/8/2024 - 160 Hrs/mo; 8 hrs During Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 01/2024. 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. 6) 01/24/2024 - Private Advisor Group DBA Anchor Financial Associates, LLC - Inv Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started: 1/8/2024 - 160 Hrs/Mo; 8 Hrs During Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 01/2024. 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 | 2020-12-07 |
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