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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-12-07 |
Branch Locations
3500 Quakerbridge Road, Suite 106, Hamilton, NJ 08619 • 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 |
|---|---|---|---|---|
| Mercer Wealth Management | Hamilton | NJ | 02/2021 | Present |
| Ascena Retail/ Loft | North Brunswick | NJ | 06/2020 | 02/2021 |
| Furloughed/ On Unemployment From Loft | North Brunswick | NJ | 03/2020 | 06/2020 |
| Ascena Retail/Loft | North Brunswick | NJ | 05/2012 | 03/2020 |
| Lpl Financial | Hamilton | NJ | 02/2021 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 12/2022 | Present |
1- 05/31/2022 / PRIVATE ADVISOR GROUP / RIA HYBRID / Admin/ Investment Related / 160 HRS Mnth & 160 During Trading/ Hamilton, NJ 2- 05/31/2022 / Notary / Investment Related / Hamilton, NJ 3- 05/31/2022 / MERCER WEALTH MANAGEMENT / DBA for LPL Business (entity for LPL business) / Investment Related / Hamilton, NJ 4- 06/28/2022 - MERCER WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Admin - 160 Hours Per Month/ 160 Hours During Securities Trading - Time Spent 95% - I provide administrative support to Private Advisor Group, an independent investment advisor firm. I started this business activity in 6/28/2022. 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. 5- 10/17/2023 - PRIVATE ADVISOR GROUP - Registered Investment Advisor Hybrid - Associate Wealth Advisor - Investment Related - At Reported Business Location(s) - Start Date 09/19/2022 - 160 Hours Per Month/ During Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 10/16/2023. 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 service6s at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6- 10/17/2023 - MERCER WEALTH MANAGEMENT - Registered Investment Advisor DBA - Associate Wealth Advisor - Investment Related - At Reported Business Location(s) - Start Date 09/19/2022 - 160 Hours Per Month/ During Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 10/16/2023. 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 service6s 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 | 2022-12-02 |
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